Charter Research & Investment Group’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
Q2 | $656K | Hold |
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|
2025
Q1 | $722K | Hold |
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|
2024
Q4 | $664K | Hold |
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|
2024
Q3 | $616K | Hold |
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|
2024
Q2 | $613K | Hold |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $558K | Hold |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $510K | Hold |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $516K | Hold |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $458K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $417K | Sell |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $415K | Hold |
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|
2020
Q1 | $327K | Hold |
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|
2019
Q4 | $644K | Sell |
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|
2019
Q3 | $705K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Hold |
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|
2015
Q1 | $237K | Hold |
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|
2014
Q4 | $260K | Buy |
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