CreativeOne Wealth’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
Q3
$1.21M Buy
2025
Q2
$1.14M Sell
2025
Q1
$1.61M Buy
2024
Q4
$1.25M Buy
2024
Q3
$484K Buy
2024
Q2
$476K Buy
2024
Q1
$455K Sell
2023
Q4
$426K Sell
2023
Q3
$1.17M Sell
2023
Q2
$1.19M Buy
2023
Q1
$1.06M Buy
2022
Q4
$924K Buy
2022
Q3
$823K Buy
2022
Q2
$811K Buy
2022
Q1
$854K Buy
2021
Q4
$702K Sell
2021
Q3
$695K Sell
2021
Q2
$788K Buy
2021
Q1
$495K Buy
2020
Q4
$264K Buy