CA
Cresta Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
40,774
+9,646
| +31% | +$299K | 0.62% | 26 |
|
|
2025
Q1 | $1.06M | Buy |
31,128
+1,051
| +3% | +$35.9K | 0.55% | 30 |
|
|
2024
Q4 | $876K | Hold |
30,077
| – | – | 0.46% | 30 |
|
|
2024
Q3 | $876K | Buy |
30,077
+507
| +2% | +$14.8K | 0.46% | 30 |
|
|
2024
Q2 | $857K | Buy |
29,570
+1,799
| +6% | +$52.1K | 0.51% | 28 |
|
|
2024
Q1 | $810K | Buy |
27,771
+521
| +2% | +$15.2K | 0.51% | 30 |
|
|
2023
Q4 | $718K | Buy |
27,250
+609
| +2% | +$16K | 0.48% | 32 |
|
|
2023
Q3 | $729K | Buy |
26,641
+491
| +2% | +$13.4K | 0.56% | 29 |
|
|
2023
Q2 | $689K | Buy |
26,150
+484
| +2% | +$12.8K | 0.54% | 30 |
|
|
2023
Q1 | $665K | Buy |
25,666
+1,065
| +4% | +$27.6K | 0.52% | 24 |
|
|
2022
Q4 | $593K | Buy |
24,601
+949
| +4% | +$22.9K | 0.52% | 20 |
|
|
2022
Q3 | $562K | Buy |
+23,652
| New | +$562K | 0.69% | 19 |
|