Crestwood Advisors Group’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
$481K Sell
2025
Q2
$502K Buy
2025
Q1
$532K Hold
2024
Q4
$489K Hold
2024
Q3
$454K Sell
2024
Q2
$513K Hold
2024
Q1
$516K Hold
2023
Q4
$466K Hold
2023
Q3
$484K Buy
2017
Q4
Sell
2017
Q3
$214K Buy
2017
Q2
Sell
2017
Q1
$138K Buy
2016
Q3
Sell
2016
Q2
$207K Buy
2015
Q1
Sell
2014
Q4
$226K Buy