Collaborative Wealth Management’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 | $544K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $485K | Hold |
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|
2023
Q4 | $438K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q1 | $426K | Buy |
|