Empirical Wealth Management’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 | $600K | Buy |
19,353
+347
| +2% | +$10.8K | 0.01% | 391 |
|
|
2025
Q1 | $649K | Sell |
19,006
-183
| -1% | -$6.25K | 0.02% | 356 |
|
|
2024
Q4 | $602K | Buy |
19,189
+4,750
| +33% | +$149K | 0.02% | 353 |
|
|
2024
Q3 | $420K | Sell |
14,439
-1,923
| -12% | -$56K | 0.01% | 395 |
|
|
2024
Q2 | $474K | Buy |
16,362
+1,237
| +8% | +$35.8K | 0.01% | 371 |
|
|
2024
Q1 | $441K | Buy |
15,125
+4,468
| +42% | +$130K | 0.01% | 361 |
|
|
2023
Q4 | $281K | Sell |
10,657
-1,312
| -11% | -$34.6K | 0.01% | 409 |
|
|
2023
Q3 | $328K | Buy |
11,969
+386
| +3% | +$10.6K | 0.01% | 356 |
|
|
2023
Q2 | $305K | Buy |
+11,583
| New | +$305K | 0.01% | 368 |
|
|
2020
Q1 | – | Sell |
-17,511
| Closed | -$493K | – | 327 |
|
|
2019
Q4 | $493K | Buy |
17,511
+3,049
| +21% | +$85.8K | 0.05% | 189 |
|
|
2019
Q3 | $413K | Buy |
+14,462
| New | +$413K | 0.05% | 192 |
|