Chase Investment Counsel’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 | $439K | Buy |
14,177
+2,802
| +25% | +$86.8K | 0.14% | 104 |
|
|
2025
Q1 | $388K | Buy |
+11,375
| New | +$388K | 0.14% | 104 |
|
|
2024
Q2 | – | Sell |
-10,423
| Closed | -$304K | – | 134 |
|
|
2024
Q1 | $304K | Hold |
10,423
| – | – | 0.11% | 121 |
|
|
2023
Q4 | $274K | Buy |
10,423
+465
| +5% | +$12.2K | 0.12% | 114 |
|
|
2023
Q3 | $272K | Sell |
9,958
-1,020
| -9% | -$27.9K | 0.14% | 106 |
|
|
2023
Q2 | $289K | Hold |
10,978
| – | – | 0.15% | 84 |
|
|
2023
Q1 | $284K | Buy |
+10,978
| New | +$284K | 0.16% | 84 |
|
|
2020
Q2 | – | Sell |
-11,785
| Closed | -$168K | – | 99 |
|
|
2020
Q1 | $168K | Buy |
+11,785
| New | +$168K | 0.11% | 67 |
|