Curated Wealth Partners’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 | $865K | Hold |
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|
2025
Q2 | $858K | Hold |
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|
2025
Q1 | $945K | Hold |
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|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $406K | Hold |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.49M | Hold |
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|
2021
Q1 | $1.36M | Hold |
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|
2020
Q4 | $1.21M | Buy |
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