Essex Financial Services’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 | $1.16M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $594K | Buy |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $637K | Sell |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $397K | Buy |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $618K | Sell |
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|
2019
Q3 | $628K | Sell |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $597K | Buy |
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|
2018
Q3 | $689K | Sell |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $698K | Sell |
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|
2017
Q3 | $775K | Sell |
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|
2017
Q2 | $813K | Sell |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $1M | Sell |
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|
2016
Q2 | $1.1M | Hold |
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|
2016
Q1 | $930K | Sell |
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|
2015
Q4 | $992K | Sell |
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|
2015
Q3 | $1.17M | Sell |
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|
2015
Q2 | $1.49M | Sell |
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|
2015
Q1 | $1.74M | Sell |
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|
2014
Q4 | $2.02M | Buy |
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|
2014
Q3 | $2.03M | Sell |
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|
2014
Q2 | $2.01M | Buy |
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|
2014
Q1 | $1.7M | Hold |
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|
2013
Q4 | $1.63M | Sell |
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|
2013
Q3 | $1.58K | Buy |
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|
2013
Q2 | $1.49M | Buy |
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