Evercore Wealth Management’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 | $6.71M | Sell |
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|
2025
Q1 | $7.41M | Sell |
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|
2024
Q4 | $6.84M | Hold |
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|
2024
Q3 | $6.35M | Sell |
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|
2024
Q2 | $6.35M | Sell |
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|
2024
Q1 | $6.4M | Sell |
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|
2023
Q4 | $6.28M | Buy |
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|
2023
Q3 | $4.86M | Sell |
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|
2023
Q2 | $4.69M | Sell |
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|
2023
Q1 | $4.63M | Sell |
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|
2022
Q4 | $4.43M | Buy |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $3.78M | Buy |
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|
2021
Q4 | $2.98M | Sell |
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|
2021
Q3 | $3M | Hold |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $3.09M | Sell |
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|
2020
Q4 | $3.16M | Sell |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $3.32M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $4.44M | Sell |
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|
2019
Q3 | $4.76M | Sell |
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|
2019
Q2 | $5.11M | Sell |
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|
2019
Q1 | $5.26M | Sell |
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|
2018
Q4 | $4.76M | Sell |
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|
2018
Q3 | $5.8M | Sell |
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|
2018
Q2 | $5.62M | Buy |
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|
2018
Q1 | $4.67M | Sell |
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|
2017
Q4 | $5.5M | Sell |
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|
2017
Q3 | $5.99M | Sell |
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|
2017
Q2 | $7.17M | Sell |
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|
2017
Q1 | $7.64M | Buy |
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|
2016
Q4 | $7.47M | Sell |
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|
2016
Q3 | $8.44M | Buy |
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|
2016
Q2 | $7.96M | Sell |
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|
2016
Q1 | $7.15M | Sell |
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|
2015
Q4 | $7.98M | Sell |
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|
2015
Q3 | $9.42M | Sell |
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|
2015
Q2 | $13.5M | Sell |
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|
2015
Q1 | $14.8M | Sell |
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|
2014
Q4 | $17.7M | Sell |
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|
2014
Q3 | $20M | Sell |
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|
2014
Q2 | $19.7M | Buy |
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|
2014
Q1 | $15.3M | Buy |
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|
2013
Q4 | $14.2M | Buy |
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|
2013
Q3 | $12.8M | Buy |
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|
2013
Q2 | $12.7M | Buy |
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