Creative Planning’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
850,162
+37,115
| +5% | +$1.15M | 0.02% | 281 |
|
|
2025
Q1 | $27.8M | Buy |
813,047
+36,262
| +5% | +$1.24M | 0.03% | 254 |
|
|
2024
Q4 | $24.4M | Sell |
776,785
-2,720
| -0.3% | -$85.3K | 0.02% | 260 |
|
|
2024
Q3 | $22.7M | Sell |
779,505
-43,842
| -5% | -$1.28M | 0.02% | 254 |
|
|
2024
Q2 | $23.9M | Buy |
823,347
+98,827
| +14% | +$2.86M | 0.03% | 236 |
|
|
2024
Q1 | $21.1M | Buy |
724,520
+31,982
| +5% | +$933K | 0.02% | 252 |
|
|
2023
Q4 | $18.2M | Buy |
692,538
+11,911
| +2% | +$314K | 0.03% | 252 |
|
|
2023
Q3 | $18.6M | Sell |
680,627
-19,153
| -3% | -$524K | 0.02% | 251 |
|
|
2023
Q2 | $18.4M | Sell |
699,780
-55,753
| -7% | -$1.47M | 0.02% | 238 |
|
|
2023
Q1 | $19.6M | Sell |
755,533
-1,711
| -0.2% | -$44.3K | 0.03% | 220 |
|
|
2022
Q4 | $18.3M | Buy |
757,244
+68,900
| +10% | +$1.66M | 0.03% | 228 |
|
|
2022
Q3 | $16.4M | Sell |
688,344
-29,170
| -4% | -$694K | 0.03% | 214 |
|
|
2022
Q2 | $17.5M | Buy |
717,514
+31,354
| +5% | +$764K | 0.03% | 214 |
|
|
2022
Q1 | $17.7M | Sell |
686,160
-3,033
| -0.4% | -$78.3K | 0.03% | 222 |
|
|
2021
Q4 | $15.1M | Sell |
689,193
-61,894
| -8% | -$1.36M | 0.02% | 222 |
|
|
2021
Q3 | $16.3M | Buy |
751,087
+12,471
| +2% | +$270K | 0.03% | 200 |
|
|
2021
Q2 | $17.8M | Sell |
738,616
-419,680
| -36% | -$10.1M | 0.03% | 187 |
|
|
2021
Q1 | $25.5M | Sell |
1,158,296
-29,338
| -2% | -$646K | 0.05% | 142 |
|
|
2020
Q4 | $23.3M | Buy |
1,187,634
+93,331
| +9% | +$1.83M | 0.05% | 148 |
|
|
2020
Q3 | $17.3M | Buy |
1,094,303
+12,677
| +1% | +$200K | 0.05% | 148 |
|
|
2020
Q2 | $19.7M | Sell |
1,081,626
-419,579
| -28% | -$7.62M | 0.06% | 122 |
|
|
2020
Q1 | $21.5M | Sell |
1,501,205
-2,197,585
| -59% | -$31.4M | 0.08% | 104 |
|
|
2019
Q4 | $104M | Sell |
3,698,790
-236,111
| -6% | -$6.65M | 0.31% | 35 |
|
|
2019
Q3 | $112M | Sell |
3,934,901
-326,947
| -8% | -$9.34M | 0.37% | 32 |
|
|
2019
Q2 | $123M | Sell |
4,261,848
-173,669
| -4% | -$5.01M | 0.41% | 31 |
|
|
2019
Q1 | $129M | Sell |
4,435,517
-93,352
| -2% | -$2.72M | 0.47% | 29 |
|
|
2018
Q4 | $111M | Sell |
4,528,869
-169,908
| -4% | -$4.18M | 0.46% | 28 |
|
|
2018
Q3 | $135M | Sell |
4,698,777
-30,727
| -0.6% | -$883K | 0.5% | 30 |
|
|
2018
Q2 | $131M | Sell |
4,729,504
-540,162
| -10% | -$14.9M | 0.51% | 29 |
|
|
2018
Q1 | $129M | Sell |
5,269,666
-1,256,711
| -19% | -$30.8M | 0.53% | 28 |
|
|
2017
Q4 | $173M | Buy |
6,526,377
+96,505
| +2% | +$2.56M | 0.75% | 22 |
|
|
2017
Q3 | $168M | Buy |
6,429,872
+459,462
| +8% | +$12M | 0.78% | 23 |
|
|
2017
Q2 | $162M | Buy |
5,970,410
+181,492
| +3% | +$4.91M | 0.82% | 22 |
|
|
2017
Q1 | $160M | Buy |
5,788,918
+367,357
| +7% | +$10.1M | 0.87% | 22 |
|
|
2016
Q4 | $147M | Sell |
5,421,561
-41,062
| -0.8% | -$1.11M | 0.89% | 22 |
|
|
2016
Q3 | $151M | Buy |
5,462,623
+185,207
| +4% | +$5.12M | 0.96% | 22 |
|
|
2016
Q2 | $154M | Sell |
5,277,416
-7,573
| -0.1% | -$222K | 1.12% | 22 |
|
|
2016
Q1 | $130M | Buy |
5,284,989
+223,383
| +4% | +$5.5M | 1.01% | 23 |
|
|
2015
Q4 | $129M | Sell |
5,061,606
-125,766
| -2% | -$3.22M | 1.06% | 22 |
|
|
2015
Q3 | $129M | Buy |
5,187,372
+2,004,001
| +63% | +$49.9M | 1.14% | 22 |
|
|
2015
Q2 | $95.2M | Buy |
3,183,371
+257,747
| +9% | +$7.7M | 0.86% | 25 |
|
|
2015
Q1 | $96.3M | Buy |
2,925,624
+325,720
| +13% | +$10.7M | 0.91% | 22 |
|
|
2014
Q4 | $93.9M | Buy |
2,599,904
+107,117
| +4% | +$3.87M | 0.98% | 22 |
|
|
2014
Q3 | $100M | Buy |
2,492,787
+1,381,244
| +124% | +$55.7M | 1.17% | 18 |
|
|
2014
Q2 | $87M | Buy |
1,111,543
+110,095
| +11% | +$8.62M | 1.13% | 17 |
|
|
2014
Q1 | $69.5M | Buy |
1,001,448
+204,436
| +26% | +$14.2M | 1.05% | 19 |
|
|
2013
Q4 | $52.8M | Buy |
797,012
+116,865
| +17% | +$7.75M | 0.9% | 19 |
|
|
2013
Q3 | $41.5M | Buy |
680,147
+62,698
| +10% | +$3.83M | 0.82% | 20 |
|
|
2013
Q2 | $38.4M | Buy |
+617,449
| New | +$38.4M | 0.89% | 19 |
|