Elevation 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 | $103K | Buy |
3,328
+55
| +2% | +$1.71K | 0.04% | 172 |
|
|
2025
Q1 | $112K | Buy |
3,273
+51
| +2% | +$1.74K | 0.05% | 158 |
|
|
2024
Q4 | $101K | Buy |
3,222
+54
| +2% | +$1.69K | 0.04% | 165 |
|
|
2024
Q3 | $92.2K | Buy |
3,168
+57
| +2% | +$1.66K | 0.04% | 171 |
|
|
2024
Q2 | $90.2K | Sell |
3,111
-615
| -17% | -$17.8K | 0.04% | 171 |
|
|
2024
Q1 | $109K | Sell |
3,726
-93
| -2% | -$2.71K | 0.05% | 151 |
|
|
2023
Q4 | $105K | Hold |
3,819
| – | – | 0.06% | 147 |
|
|
2023
Q3 | $105K | Hold |
3,819
| – | – | 0.09% | 90 |
|
|
2023
Q2 | $101K | Sell |
3,819
-2,075
| -35% | -$54.7K | 0.08% | 102 |
|
|
2023
Q1 | $153K | Buy |
+5,894
| New | +$153K | 0.14% | 73 |
|