Encompass Wealth 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
Q2 | $243K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $206K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | $593K | Buy |
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|
2021
Q2 | $660K | Buy |
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|
2021
Q1 | $632K | Buy |
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|
2020
Q4 | $532K | Buy |
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