Cypress Wealth Services’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
Q2
Sell
2025
Q1
$201K Buy
2023
Q3
Sell
2023
Q2
$208K Sell
2023
Q1
$374K Buy
2020
Q3
Sell
2020
Q2
$2.26M Buy
2020
Q1
$1.69M Sell
2019
Q4
$3.39M Sell
2019
Q3
$3.45M Buy
2019
Q2
$3.47M Buy
2019
Q1
$3.5M Buy
2018
Q4
$2.96M Sell
2018
Q3
$3.47M Buy
2018
Q2
$3.34M Buy
2018
Q1
$2.94M Buy
2017
Q4
$3.18M Buy