EWM
Evercore Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
216,493
-700
| -0.3% | -$21.7K | 0.1% | 89 |
|
|
2025
Q1 | $7.41M | Sell |
217,193
-1,000
| -0.5% | -$34.1K | 0.12% | 82 |
|
|
2024
Q4 | $6.84M | Hold |
218,193
| – | – | 0.1% | 86 |
|
|
2024
Q3 | $6.35M | Sell |
218,193
-940
| -0.4% | -$27.4K | 0.1% | 89 |
|
|
2024
Q2 | $6.35M | Sell |
219,133
-100
| -0% | -$2.9K | 0.1% | 86 |
|
|
2024
Q1 | $6.4M | Sell |
219,233
-19,157
| -8% | -$559K | 0.1% | 87 |
|
|
2023
Q4 | $6.28M | Buy |
238,390
+60,940
| +34% | +$1.61M | 0.11% | 83 |
|
|
2023
Q3 | $4.86M | Sell |
177,450
-687
| -0.4% | -$18.8K | 0.09% | 93 |
|
|
2023
Q2 | $4.69M | Sell |
178,137
-545
| -0.3% | -$14.4K | 0.09% | 98 |
|
|
2023
Q1 | $4.63M | Sell |
178,682
-4,877
| -3% | -$126K | 0.09% | 97 |
|
|
2022
Q4 | $4.43M | Buy |
183,559
+49,881
| +37% | +$1.2M | 0.09% | 94 |
|
|
2022
Q3 | $3.18M | Sell |
133,678
-12,120
| -8% | -$288K | 0.07% | 110 |
|
|
2022
Q2 | $3.55M | Sell |
145,798
-666
| -0.5% | -$16.2K | 0.07% | 109 |
|
|
2022
Q1 | $3.78M | Buy |
146,464
+10,695
| +8% | +$276K | 0.07% | 119 |
|
|
2021
Q4 | $2.98M | Sell |
135,769
-3,000
| -2% | -$65.9K | 0.05% | 139 |
|
|
2021
Q3 | $3M | Hold |
138,769
| – | – | 0.05% | 138 |
|
|
2021
Q2 | $3.35M | Sell |
138,769
-1,520
| -1% | -$36.7K | 0.06% | 133 |
|
|
2021
Q1 | $3.09M | Sell |
140,289
-21,085
| -13% | -$464K | 0.06% | 137 |
|
|
2020
Q4 | $3.16M | Sell |
161,374
-9,705
| -6% | -$190K | 0.07% | 123 |
|
|
2020
Q3 | $2.7M | Sell |
171,079
-11,740
| -6% | -$185K | 0.07% | 124 |
|
|
2020
Q2 | $3.32M | Buy |
182,819
+20,515
| +13% | +$373K | 0.09% | 103 |
|
|
2020
Q1 | $2.32M | Buy |
162,304
+4,550
| +3% | +$65.1K | 0.08% | 119 |
|
|
2019
Q4 | $4.44M | Sell |
157,754
-8,850
| -5% | -$249K | 0.12% | 96 |
|
|
2019
Q3 | $4.76M | Sell |
166,604
-10,249
| -6% | -$293K | 0.14% | 91 |
|
|
2019
Q2 | $5.11M | Sell |
176,853
-4,100
| -2% | -$118K | 0.16% | 85 |
|
|
2019
Q1 | $5.27M | Sell |
180,953
-12,491
| -6% | -$363K | 0.17% | 86 |
|
|
2018
Q4 | $4.76M | Sell |
193,444
-8,511
| -4% | -$209K | 0.18% | 89 |
|
|
2018
Q3 | $5.8M | Sell |
201,955
-1,155
| -0.6% | -$33.2K | 0.19% | 84 |
|
|
2018
Q2 | $5.62M | Buy |
203,110
+12,370
| +6% | +$342K | 0.19% | 82 |
|
|
2018
Q1 | $4.67M | Sell |
190,740
-16,785
| -8% | -$411K | 0.18% | 85 |
|
|
2017
Q4 | $5.5M | Sell |
207,525
-22,158
| -10% | -$587K | 0.2% | 79 |
|
|
2017
Q3 | $5.99M | Sell |
229,683
-35,195
| -13% | -$918K | 0.23% | 78 |
|
|
2017
Q2 | $7.17M | Sell |
264,878
-12,000
| -4% | -$325K | 0.28% | 70 |
|
|
2017
Q1 | $7.65M | Buy |
276,878
+485
| +0.2% | +$13.4K | 0.3% | 67 |
|
|
2016
Q4 | $7.47M | Sell |
276,393
-28,875
| -9% | -$781K | 0.31% | 69 |
|
|
2016
Q3 | $8.44M | Buy |
305,268
+33,240
| +12% | +$918K | 0.35% | 60 |
|
|
2016
Q2 | $7.96M | Sell |
272,028
-18,331
| -6% | -$536K | 0.35% | 60 |
|
|
2016
Q1 | $7.15M | Sell |
290,359
-21,551
| -7% | -$531K | 0.32% | 62 |
|
|
2015
Q4 | $7.98M | Sell |
311,910
-66,560
| -18% | -$1.7M | 0.37% | 63 |
|
|
2015
Q3 | $9.42M | Sell |
378,470
-71,140
| -16% | -$1.77M | 0.45% | 63 |
|
|
2015
Q2 | $13.5M | Sell |
449,610
-1,240
| -0.3% | -$37.1K | 0.61% | 51 |
|
|
2015
Q1 | $14.8M | Sell |
450,850
-39,515
| -8% | -$1.3M | 0.68% | 47 |
|
|
2014
Q4 | $17.7M | Sell |
490,365
-5,705
| -1% | -$206K | 0.88% | 44 |
|
|
2014
Q3 | $20M | Buy |
496,070
+244,673
| +97% | +$9.85M | 1% | 38 |
|
|
2014
Q2 | $19.7M | Buy |
251,397
+31,336
| +14% | +$2.45M | 1.01% | 36 |
|
|
2014
Q1 | $15.3M | Buy |
220,061
+5,639
| +3% | +$391K | 0.86% | 43 |
|
|
2013
Q4 | $14.2M | Buy |
214,422
+3,815
| +2% | +$253K | 0.78% | 45 |
|
|
2013
Q3 | $12.9M | Buy |
210,607
+6,195
| +3% | +$378K | 0.74% | 44 |
|
|
2013
Q2 | $12.7M | Buy |
+204,412
| New | +$12.7M | 0.72% | 44 |
|