Claro Advisors’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 | $1.01M | Buy |
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|
2025
Q1 | $960K | Sell |
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|
2024
Q4 | $885K | Sell |
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|
2024
Q3 | $823K | Hold |
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|
2024
Q2 | $819K | Buy |
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|
2024
Q1 | $796K | Sell |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $779K | Buy |
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|
2023
Q2 | $736K | Hold |
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|
2023
Q1 | $723K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $73K | Buy |
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