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Evelyn Partners Investment Management Services’s Enterprise Products Partners EPD Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-600
Closed -$20.5K – 267
2025
Q1 		$20.5K Hold
600
– – ﹤0.01% 205
2024
Q4 		$18.8K Buy
+600
New +$18.4K ﹤0.01% 213

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Evelyn Partners Investment Management Services's EPD Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 600 shares — an estimated $20.5K sold.

Evelyn Partners Investment Management Services first reported a position in EPD in Q4 2024 and held it in 2 quarters. The position peaked at $20.5K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Evelyn Partners Investment Management Services reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 600 Enterprise Products Partners shares in Q2 2025, an estimated $20.5K.
  • Evelyn Partners Investment Management Services first reported a position in Enterprise Products Partners in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management Services's Enterprise Products Partners position peaked at $20.5K in Q1 2025.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.