Clifford Swan Investment Counsel’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
Q3 | $525K | Sell |
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|
2025
Q2 | $546K | Hold |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $603K | Hold |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $615K | Hold |
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|
2024
Q1 | $619K | Hold |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $701K | Hold |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.39M | Hold |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.03M | Hold |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $929K | Sell |
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|
2019
Q4 | $1.85M | Hold |
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|
2019
Q3 | $1.88M | Buy |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.31M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.3M | Sell |
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|
2016
Q3 | $1.33M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $332K | Buy |
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|
2015
Q4 | $341K | Sell |
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|
2015
Q3 | $380K | Sell |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $549K | Hold |
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|
2014
Q4 | $602K | Hold |
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|
2014
Q3 | $671K | Buy |
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|
2014
Q2 | $613K | Hold |
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|
2014
Q1 | $543K | Buy |
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|
2013
Q4 | $496K | Hold |
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|
2013
Q3 | $456K | Buy |
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|
2013
Q2 | $415K | Buy |
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