Cyndeo Wealth Partners’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 | $4.06M | Sell |
130,793
-2,565
| -2% | -$79.5K | 0.24% | 109 |
|
|
2025
Q1 | $4.55M | Buy |
133,358
+22,202
| +20% | +$758K | 0.3% | 99 |
|
|
2024
Q4 | $3.49M | Buy |
111,156
+269
| +0.2% | +$8.44K | 0.24% | 109 |
|
|
2024
Q3 | $3.23M | Buy |
110,887
+289
| +0.3% | +$8.41K | 0.23% | 121 |
|
|
2024
Q2 | $3.21M | Buy |
110,598
+4,766
| +5% | +$138K | 0.25% | 116 |
|
|
2024
Q1 | $3.09M | Buy |
105,832
+32,148
| +44% | +$938K | 0.26% | 112 |
|
|
2023
Q4 | $1.94M | Sell |
73,684
-467
| -0.6% | -$12.3K | 0.18% | 145 |
|
|
2023
Q3 | $2.03M | Sell |
74,151
-16,647
| -18% | -$456K | 0.21% | 124 |
|
|
2023
Q2 | $2.39M | Sell |
90,798
-819
| -0.9% | -$21.6K | 0.25% | 110 |
|
|
2023
Q1 | $2.37M | Buy |
91,617
+3,742
| +4% | +$96.9K | 0.26% | 112 |
|
|
2022
Q4 | $2.12M | Buy |
+87,875
| New | +$2.12M | 0.25% | 122 |
|