Dumont & Blake Investment Advisors’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 | $225K | Hold |
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|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $210K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $211K | Hold |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $245K | Hold |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $304K | Sell |
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|
2016
Q4 | $310K | Buy |
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|
2016
Q3 | $221K | Hold |
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|
2016
Q2 | $234K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $239K | Hold |
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|
2015
Q1 | $263K | Buy |
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