Charter Research & Investment Group’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$656K	Hold	21,160	–	–	0.49%	50
2025 Q1	$722K	Hold	21,160	–	–	0.55%	46
2024 Q4	$664K	Hold	21,160	–	–	0.51%	49
2024 Q3	$616K	Hold	21,160	–	–	0.45%	54
2024 Q2	$613K	Hold	21,160	–	–	0.48%	50
2024 Q1	$617K	Hold	21,160	–	–	0.49%	47
2023 Q4	$558K	Hold	21,160	–	–	0.46%	50
2023 Q3	$579K	Hold	21,160	–	–	0.52%	48
2023 Q2	$558K	Hold	21,160	–	–	0.46%	52
2023 Q1	$548K	Hold	21,160	–	–	0.48%	51
2022 Q4	$510K	Hold	21,160	–	–	0.49%	49
2022 Q3	$503K	Hold	21,160	–	–	0.51%	46
2022 Q2	$516K	Hold	21,160	–	–	0.47%	50
2022 Q1	$546K	Hold	21,160	–	–	0.44%	49
2021 Q4	$465K	Hold	21,160	–	–	0.37%	59
2021 Q3	$458K	Hold	21,160	–	–	0.38%	55
2021 Q2	$511K	Hold	21,160	–	–	0.42%	54
2021 Q1	$466K	Sell	21,160 -105	-0.5%	-$2.31K	0.41%	55
2020 Q4	$417K	Sell	21,265 -1,600	-7%	-$31.4K	0.4%	55
2020 Q3	$361K	Hold	22,865	–	–	0.4%	58
2020 Q2	$415K	Hold	22,865	–	–	0.48%	49
2020 Q1	$327K	Hold	22,865	–	–	0.43%	54
2019 Q4	$644K	Sell	22,865 -1,800	-7%	-$50.7K	0.65%	43
2019 Q3	$705K	Buy	+24,665	New	+$705K	0.76%	41
2015 Q3	–	Sell	-7,200	Closed	-$215K	–	66
2015 Q2	$215K	Hold	7,200	–	–	0.24%	69
2015 Q1	$237K	Hold	7,200	–	–	0.26%	66
2014 Q4	$260K	Buy	+7,200	New	+$260K	0.28%	63