EP Wealth Advisors’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
24,205
-464
| -2% | -$21K | 0.01% | 541 |
|
|
2025
Q1 | $1.09M | Sell |
24,669
-2,730
| -10% | -$121K | 0.01% | 479 |
|
|
2024
Q4 | $1.16M | Buy |
27,399
+1,709
| +7% | +$72.5K | 0.01% | 461 |
|
|
2024
Q3 | $1.04M | Sell |
25,690
-2,361
| -8% | -$95.9K | 0.01% | 486 |
|
|
2024
Q2 | $998K | Buy |
28,051
+15,214
| +119% | +$541K | 0.01% | 391 |
|
|
2024
Q1 | $464K | Buy |
12,837
+1,276
| +11% | +$46.2K | 0.01% | 525 |
|
|
2023
Q4 | $416K | Buy |
11,561
+1,587
| +16% | +$57.2K | 0.01% | 529 |
|
|
2023
Q3 | $335K | Buy |
9,974
+3,363
| +51% | +$113K | 0.01% | 539 |
|
|
2023
Q2 | $444K | Sell |
6,611
-1,737
| -21% | -$117K | 0.01% | 492 |
|
|
2023
Q1 | $727K | Sell |
8,348
-6,601
| -44% | -$575K | 0.01% | 346 |
|
|
2022
Q4 | $584K | Buy |
14,949
+1,051
| +8% | +$41.1K | 0.01% | 353 |
|
|
2022
Q3 | $516K | Buy |
13,898
+1,194
| +9% | +$44.3K | 0.01% | 279 |
|
|
2022
Q2 | $537K | Buy |
12,704
+4,350
| +52% | +$184K | 0.01% | 359 |
|
|
2022
Q1 | $385K | Sell |
8,354
-807
| -9% | -$37.2K | 0.01% | 435 |
|
|
2021
Q4 | $358K | Buy |
9,161
+951
| +12% | +$37.2K | 0.01% | 429 |
|
|
2021
Q3 | $327K | Sell |
8,210
-2,868
| -26% | -$114K | 0.01% | 415 |
|
|
2021
Q2 | $444K | Sell |
11,078
-1,267
| -10% | -$50.8K | 0.01% | 358 |
|
|
2021
Q1 | $449K | Sell |
12,345
-1,356
| -10% | -$49.3K | 0.01% | 345 |
|
|
2020
Q4 | $438K | Sell |
13,701
-1,317
| -9% | -$42.1K | 0.02% | 289 |
|
|
2020
Q3 | $439K | Sell |
15,018
-3,053
| -17% | -$89.2K | 0.02% | 242 |
|
|
2020
Q2 | $550K | Sell |
18,071
-2,115
| -10% | -$64.4K | 0.02% | 233 |
|
|
2020
Q1 | $587K | Sell |
20,186
-6,395
| -24% | -$186K | 0.03% | 233 |
|
|
2019
Q4 | $1.06M | Buy |
26,581
+7,479
| +39% | +$297K | 0.04% | 184 |
|
|
2019
Q3 | $670K | Sell |
19,102
-2,066
| -10% | -$72.5K | 0.03% | 203 |
|
|
2019
Q2 | $764K | Buy |
21,168
+2,305
| +12% | +$83.2K | 0.05% | 160 |
|
|
2019
Q1 | $684K | Buy |
18,863
+64
| +0.3% | +$2.32K | 0.07% | 142 |
|
|
2018
Q4 | $584K | Sell |
18,799
-6,122
| -25% | -$190K | 0.05% | 167 |
|
|
2018
Q3 | $805K | Buy |
+24,921
| New | +$805K | 0.06% | 134 |
|