CIA
Concurrent 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 | $4.36M | Buy |
140,631
+3,575
| +3% | +$111K | 0.08% | 247 |
|
|
2025
Q1 | $4.68M | Buy |
137,056
+3,402
| +3% | +$116K | 0.11% | 198 |
|
|
2024
Q4 | $4.19M | Buy |
133,654
+16,139
| +14% | +$506K | 0.11% | 183 |
|
|
2024
Q3 | $3.42M | Buy |
117,515
+4,913
| +4% | +$143K | 0.1% | 210 |
|
|
2024
Q2 | $3.26M | Buy |
112,602
+17,570
| +18% | +$509K | 0.11% | 197 |
|
|
2024
Q1 | $2.77M | Buy |
95,032
+1,191
| +1% | +$34.8K | 0.11% | 188 |
|
|
2023
Q4 | $2.47M | Buy |
+93,841
| New | +$2.47M | 0.12% | 192 |
|