EP 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 | $6.2M | Buy |
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|
2025
Q1 | $6.26M | Buy |
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|
2024
Q4 | $5.73M | Sell |
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|
2024
Q3 | $5.69M | Buy |
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|
2024
Q2 | $4.29M | Sell |
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|
2024
Q1 | $4.96M | Buy |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $3.08M | Buy |
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $626K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $251K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $725K | Sell |
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|
2017
Q1 | $978K | Buy |
|