CPIA
Cornell Pochily 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 | $441K | Buy |
14,221
+220
| +2% | +$6.82K | 0.14% | 126 |
|
|
2025
Q1 | $478K | Buy |
14,001
+519
| +4% | +$17.7K | 0.17% | 120 |
|
|
2024
Q4 | $423K | Buy |
13,482
+118
| +0.9% | +$3.7K | 0.15% | 123 |
|
|
2024
Q3 | $389K | Sell |
13,364
-548
| -4% | -$16K | 0.14% | 129 |
|
|
2024
Q2 | $403K | Sell |
13,912
-255
| -2% | -$7.39K | 0.15% | 124 |
|
|
2024
Q1 | $413K | Buy |
14,167
+21
| +0.1% | +$613 | 0.16% | 121 |
|
|
2023
Q4 | $373K | Sell |
14,146
-1,980
| -12% | -$52.2K | 0.15% | 130 |
|
|
2023
Q3 | $441K | Buy |
16,126
+19
| +0.1% | +$520 | 0.19% | 114 |
|
|
2023
Q2 | $424K | Buy |
16,107
+19
| +0.1% | +$501 | 0.17% | 123 |
|
|
2023
Q1 | $417K | Buy |
16,088
+19
| +0.1% | +$492 | 0.18% | 125 |
|
|
2022
Q4 | $388K | Buy |
16,069
+18
| +0.1% | +$434 | 0.17% | 125 |
|
|
2022
Q3 | $382K | Buy |
16,051
+17
| +0.1% | +$405 | 0.17% | 124 |
|
|
2022
Q2 | $391K | Buy |
16,034
+17
| +0.1% | +$415 | 0.17% | 126 |
|
|
2022
Q1 | $413K | Sell |
16,017
-8
| -0% | -$206 | 0.16% | 124 |
|
|
2021
Q4 | $352K | Sell |
16,025
-982
| -6% | -$21.6K | 0.14% | 133 |
|
|
2021
Q3 | $368K | Buy |
17,007
+18
| +0.1% | +$389 | 0.16% | 129 |
|
|
2021
Q2 | $410K | Buy |
16,989
+1,982
| +13% | +$47.8K | 0.18% | 118 |
|
|
2021
Q1 | $330K | Sell |
15,007
-3,375
| -18% | -$74.2K | 0.16% | 126 |
|
|
2020
Q4 | $360K | Buy |
18,382
+1,297
| +8% | +$25.4K | 0.17% | 113 |
|
|
2020
Q3 | $270K | Buy |
17,085
+6,076
| +55% | +$96K | 0.15% | 118 |
|
|
2020
Q2 | $200K | Buy |
+11,009
| New | +$200K | 0.12% | 134 |
|
|
2020
Q1 | – | Sell |
-7,260
| Closed | -$207K | – | 134 |
|
|
2019
Q4 | $207K | Buy |
7,260
+29
| +0.4% | +$827 | 0.12% | 134 |
|
|
2019
Q3 | $207K | Sell |
7,231
-2,166
| -23% | -$62K | 0.13% | 126 |
|
|
2019
Q2 | $271 | Buy |
9,397
+2,218
| +31% | +$64 | 0.07% | 129 |
|
|
2019
Q1 | $208K | Sell |
7,179
-2,151
| -23% | -$62.3K | 0.14% | 123 |
|
|
2018
Q4 | $229K | Buy |
9,330
+2,153
| +30% | +$52.8K | 0.15% | 121 |
|
|
2018
Q3 | $206K | Buy |
+7,177
| New | +$206K | 0.14% | 124 |
|