Charles Schwab Trust’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.1M | Buy |
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|
2025
Q2 | $2.03M | Hold |
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|
2025
Q1 | $2.24M | Hold |
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|
2024
Q4 | $2.05M | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.9M | Sell |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $1.73M | Hold |
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|
2023
Q3 | $1.79M | Hold |
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|
2023
Q2 | $1.66M | Hold |
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|
2023
Q1 | $1.7M | Hold |
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|
2022
Q4 | $1.58M | Hold |
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|
2022
Q3 | $1.56M | Hold |
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|
2022
Q2 | $1.6M | Hold |
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|
2022
Q1 | $1.69M | Hold |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.6M | Hold |
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|
2021
Q1 | $1.48M | Hold |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $951K | Buy |
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|
2019
Q4 | $1.85M | Hold |
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|
2019
Q3 | $1.88M | Buy |
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