Consilium Wealth Advisory’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 | $333K | Hold |
10,730
| – | – | 0.14% | 78 |
|
|
2025
Q1 | $366K | Hold |
10,730
| – | – | 0.18% | 71 |
|
|
2024
Q4 | $336K | Hold |
10,730
| – | – | 0.16% | 71 |
|
|
2024
Q3 | $312K | Hold |
10,730
| – | – | 0.17% | 70 |
|
|
2024
Q2 | $311K | Hold |
10,730
| – | – | 0.17% | 71 |
|
|
2024
Q1 | $313K | Hold |
10,730
| – | – | 0.18% | 72 |
|
|
2023
Q4 | $283K | Hold |
10,730
| – | – | 0.17% | 73 |
|
|
2023
Q3 | $294K | Hold |
10,730
| – | – | 0.21% | 66 |
|
|
2023
Q2 | $283K | Hold |
10,730
| – | – | 0.2% | 69 |
|
|
2023
Q1 | $278K | Hold |
10,730
| – | – | 0.24% | 65 |
|
|
2022
Q4 | $259K | Hold |
10,730
| – | – | 0.22% | 69 |
|
|
2022
Q3 | $255K | Hold |
10,730
| – | – | 0.28% | 62 |
|
|
2022
Q2 | $261K | Buy |
10,730
+2,800
| +35% | +$68.1K | 0.28% | 66 |
|
|
2022
Q1 | $205K | Buy |
+7,930
| New | +$205K | 0.15% | 81 |
|