Crestwood Advisors Group’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
16,192
+600
| +4% | +$18.6K | 0.01% | 346 |
|
|
2025
Q1 | $532K | Hold |
15,592
| – | – | 0.01% | 331 |
|
|
2024
Q4 | $489K | Hold |
15,592
| – | – | 0.01% | 306 |
|
|
2024
Q3 | $454K | Sell |
15,592
-2,107
| -12% | -$61.3K | 0.01% | 303 |
|
|
2024
Q2 | $513K | Hold |
17,699
| – | – | 0.01% | 277 |
|
|
2024
Q1 | $516K | Hold |
17,699
| – | – | 0.01% | 271 |
|
|
2023
Q4 | $466K | Hold |
17,699
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $484K | Buy |
+17,699
| New | +$484K | 0.01% | 247 |
|
|
2017
Q4 | – | Sell |
-8,217
| Closed | -$214K | – | 194 |
|
|
2017
Q3 | $214K | Buy |
+8,217
| New | +$214K | 0.02% | 141 |
|
|
2017
Q2 | – | Sell |
-5,060
| Closed | -$138K | – | 238 |
|
|
2017
Q1 | $138K | Buy |
+5,060
| New | +$138K | 0.01% | 161 |
|
|
2016
Q3 | – | Sell |
-7,060
| Closed | -$207K | – | 132 |
|
|
2016
Q2 | $207K | Buy |
+7,060
| New | +$207K | 0.03% | 127 |
|
|
2015
Q1 | – | Sell |
-6,264
| Closed | -$226K | – | 158 |
|
|
2014
Q4 | $226K | Buy |
+6,264
| New | +$226K | 0.03% | 133 |
|