Dynamic Advisor Solutions’s Enterprise Products Partners EPD Stock Holding History

Dynamic Advisor Solutions’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Sell	58,898 -5,816	-9%	-$219K	0.06%	320
2026 Q1	$2.45M	Buy	64,714 +5,220	+9%	+$185K	0.08%	264
2025 Q4	$1.91M	Sell	59,494 -35,097	-37%	-$1.11M	0.06%	304
2025 Q3	$2.96M	Buy	94,591 +2,937	+3%	+$92.7K	0.09%	236
2025 Q2	$2.84M	Sell	91,654 -7,436	-8%	-$232K	0.09%	235
2025 Q1	$3.38M	Sell	99,090 -150	-0.2%	-$5K	0.11%	203
2024 Q4	$3.11M	Buy	99,240 +655	+0.7%	+$20.1K	0.13%	162
2024 Q3	$2.87M	Sell	98,585 -10,244	-9%	-$299K	0.09%	248
2024 Q2	$3.15M	Buy	108,829 +16,326	+18%	+$468K	0.1%	229
2024 Q1	$2.7M	Buy	92,503 +12,356	+15%	+$339K	0.09%	260
2023 Q4	$2.14M	Buy	80,147 +13,568	+20%	+$361K	0.08%	272
2023 Q3	$1.82M	Sell	66,579 -4,694	-7%	-$126K	0.09%	246
2023 Q2	$1.88M	Sell	71,273 -3,975	-5%	-$104K	0.1%	234
2023 Q1	$1.95M	Buy	75,248 +8,480	+13%	+$218K	0.11%	215
2022 Q4	$1.61M	Buy	66,768 +4,525	+7%	+$111K	0.11%	205
2022 Q3	$1.48M	Buy	62,243 +36	+0.1%	+$929	0.11%	191
2022 Q2	$1.52M	Sell	62,207 -4,186	-6%	-$110K	0.12%	195
2022 Q1	$1.71M	Buy	66,393 +1,355	+2%	+$32.9K	0.12%	179
2021 Q4	$1.43M	Buy	65,038 +10,790	+20%	+$242K	0.1%	214
2021 Q3	$1.17M	Buy	54,248 +2,414	+5%	+$54.8K	0.09%	257
2021 Q2	$1.25M	Buy	51,834 +16,485	+47%	+$390K	0.1%	238
2021 Q1	$778K	Buy	35,349 +5,306	+18%	+$117K	0.07%	285
2020 Q4	$589K	Buy	30,043 +3,779	+14%	+$70.4K	0.06%	333
2020 Q3	$415K	Buy	26,264 +2,296	+10%	+$40.2K	0.05%	349
2020 Q2	$436K	Sell	23,968 -2,091	-8%	-$37.4K	0.06%	305
2020 Q1	$373K	Sell	26,059 -4,580	-15%	-$106K	0.07%	295
2019 Q4	$863K	Sell	30,639 -5,470	-15%	-$148K	0.12%	211
2019 Q3	$1.03M	Buy	36,109 +854	+2%	+$24.9K	0.16%	160
2019 Q2	$1.02M	Buy	35,255 +1,771	+5%	+$51K	0.16%	160
2019 Q1	$974K	Buy	33,484 +923	+3%	+$25.8K	0.18%	135
2018 Q4	$903K	Buy	32,561 +3,443	+12%	+$92.2K	0.19%	130
2018 Q3	$837K	Sell	29,118 -295	-1%	-$8.52K	0.17%	149
2018 Q2	$814K	Buy	29,413 +1,470	+5%	+$40.2K	0.18%	148
2018 Q1	$684K	Sell	27,943 -1,141	-4%	-$30.4K	0.18%	153
2017 Q4	$771K	Sell	29,084 -2,999	-9%	-$75.9K	0.25%	121
2017 Q3	$836K	Sell	32,083 -8,664	-21%	-$229K	0.33%	99
2017 Q2	$1.1M	Sell	40,747 -1,736	-4%	-$47K	0.43%	75
2017 Q1	$1.17M	Sell	42,483 -12,414	-23%	-$347K	0.46%	69
2016 Q4	$1.48M	Buy	54,897 +102	+0.2%	+$2.66K	0.59%	47
2016 Q3	$1.51M	Buy	54,795 +11,827	+28%	+$327K	0.57%	52
2016 Q2	$1.26M	Sell	42,968 -579	-1%	-$15.5K	0.51%	61
2016 Q1	$1.07M	Buy	43,547 +615	+1%	+$14.3K	0.46%	62
2015 Q4	$1.1M	Sell	42,932 -2,187	-5%	-$56.8K	0.45%	64
2015 Q3	$1.12M	Sell	45,119 -917	-2%	-$25.4K	0.57%	51
2015 Q2	$1.38M	Sell	46,036 -811	-2%	-$26.5K	0.8%	40
2015 Q1	$1.54M	Sell	46,847 -5,744	-11%	-$192K	0.77%	38
2014 Q4	$1.9M	Sell	52,591 -1,860	-3%	-$68.8K	1.02%	26
2014 Q3	$2.19M	Sell	54,451 -249	-0.5%	-$9.77K	1.19%	21
2014 Q2	$2.14M	Buy	54,700 +47,884	+703%	+$1.77M	1.29%	15
2014 Q1	$236K	Buy	+6,816	New	+$226K	0.16%	170