Chesley Taft & Associates’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 | $591K | Sell |
19,044
-2,500
| -12% | -$77.5K | 0.03% | 249 |
|
|
2025
Q1 | $736K | Buy |
21,544
+1,944
| +10% | +$66.4K | 0.04% | 229 |
|
|
2024
Q4 | $615K | Buy |
19,600
+6,600
| +51% | +$207K | 0.03% | 237 |
|
|
2024
Q3 | $378K | Hold |
13,000
| – | – | 0.02% | 274 |
|
|
2024
Q2 | $377K | Sell |
13,000
-2,500
| -16% | -$72.5K | 0.02% | 264 |
|
|
2024
Q1 | $452K | Sell |
15,500
-79,000
| -84% | -$2.31M | 0.02% | 250 |
|
|
2023
Q4 | $2.49M | Buy |
+94,500
| New | +$2.49M | 0.14% | 122 |
|
|
2014
Q4 | – | Sell |
-5,220
| Closed | -$210K | – | 245 |
|
|
2014
Q3 | $210K | Hold |
5,220
| – | – | 0.02% | 234 |
|
|
2014
Q2 | $204K | Buy |
+5,220
| New | +$204K | 0.02% | 242 |
|