Dynamic Advisor Solutions’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 | $2.96M | Buy |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $3.38M | Sell |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $3.15M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $778K | Buy |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $415K | Buy |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $863K | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $974K | Buy |
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|
2018
Q4 | $903K | Buy |
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|
2018
Q3 | $837K | Sell |
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|
2018
Q2 | $814K | Buy |
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|
2018
Q1 | $684K | Sell |
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|
2017
Q4 | $771K | Sell |
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|
2017
Q3 | $836K | Sell |
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|
2017
Q2 | $1.1M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.48M | Buy |
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|
2016
Q3 | $1.51M | Buy |
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|
2016
Q2 | $1.26M | Sell |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $1.1M | Sell |
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|
2015
Q3 | $1.12M | Sell |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.54M | Sell |
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|
2014
Q4 | $1.9M | Sell |
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|
2014
Q3 | $2.19M | Sell |
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|
2014
Q2 | $2.14M | Buy |
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|
2014
Q1 | $236K | Buy |
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