CIA
Choate Investment Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Sell |
296,270
-1,502
| -0.5% | -$46.6K | 0.2% | 64 |
|
|
2025
Q1 | $10.2M | Sell |
297,772
-6,849
| -2% | -$234K | 0.25% | 58 |
|
|
2024
Q4 | $9.56M | Sell |
304,621
-6,343
| -2% | -$199K | 0.23% | 57 |
|
|
2024
Q3 | $9.05M | Sell |
310,964
-9,715
| -3% | -$283K | 0.23% | 60 |
|
|
2024
Q2 | $9.29M | Sell |
320,679
-1,964
| -0.6% | -$56.9K | 0.24% | 54 |
|
|
2024
Q1 | $9.41M | Sell |
322,643
-36,017
| -10% | -$1.05M | 0.25% | 53 |
|
|
2023
Q4 | $9.45M | Buy |
358,660
+279,793
| +355% | +$7.37M | 0.29% | 40 |
|
|
2023
Q3 | $2.16M | Buy |
78,867
+24,436
| +45% | +$669K | 0.08% | 104 |
|
|
2023
Q2 | $1.43M | Hold |
54,431
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $1.41M | Hold |
54,431
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $1.31M | Buy |
54,431
+43,063
| +379% | +$1.04M | 0.08% | 102 |
|
|
2022
Q3 | $270K | Hold |
11,368
| – | – | 0.02% | 211 |
|
|
2022
Q2 | $277K | Buy |
+11,368
| New | +$277K | 0.02% | 222 |
|