Congress 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 | $15.2M | Buy |
|
|||||
|
2025
Q1 | $16.5M | Buy |
|
|||||
|
2024
Q4 | $14.5M | Buy |
|
|||||
|
2024
Q3 | $13M | Buy |
|
|||||
|
2024
Q2 | $1.04M | Buy |
|
|||||
|
2024
Q1 | $1.04M | Sell |
|
|||||
|
2023
Q4 | $1.29M | Buy |
|
|||||
|
2023
Q3 | $1.2M | Buy |
|
|||||
|
2023
Q2 | $289K | Buy |
|
|||||
|
2023
Q1 | $281K | Buy |
|
|||||
|
2022
Q4 | $257K | Sell |
|
|||||
|
2022
Q3 | $304K | Hold |
|
|||||
|
2022
Q2 | $311K | Sell |
|
|||||
|
2022
Q1 | $364K | Sell |
|
|||||
|
2021
Q4 | $353K | Buy |
|