Claro Advisors’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 | $1.01M | Buy |
32,564
+4,439
| +16% | +$138K | 0.17% | 116 |
|
|
2025
Q1 | $960K | Sell |
28,125
-107
| -0.4% | -$3.65K | 0.13% | 153 |
|
|
2024
Q4 | $885K | Sell |
28,232
-46
| -0.2% | -$1.44K | 0.12% | 155 |
|
|
2024
Q3 | $823K | Hold |
28,278
| – | – | 0.11% | 186 |
|
|
2024
Q2 | $819K | Buy |
28,278
+1,000
| +4% | +$29K | 0.13% | 162 |
|
|
2024
Q1 | $796K | Sell |
27,278
-827
| -3% | -$24.1K | 0.14% | 169 |
|
|
2023
Q4 | $741K | Sell |
28,105
-354
| -1% | -$9.33K | 0.16% | 147 |
|
|
2023
Q3 | $779K | Buy |
28,459
+525
| +2% | +$14.4K | 0.19% | 123 |
|
|
2023
Q2 | $736K | Hold |
27,934
| – | – | 0.18% | 141 |
|
|
2023
Q1 | $723K | Buy |
+27,934
| New | +$723K | 0.21% | 116 |
|
|
2019
Q1 | – | Sell |
-2,535
| Closed | -$73K | – | 382 |
|
|
2018
Q4 | $73K | Buy |
+2,535
| New | +$73K | 0.06% | 277 |
|