EWM
Evermay 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 | $763K | Hold |
24,614
| – | – | 0.09% | 101 |
|
|
2025
Q1 | $840K | Sell |
24,614
-25
| -0.1% | -$854 | 0.11% | 89 |
|
|
2024
Q4 | $773K | Buy |
24,639
+25
| +0.1% | +$784 | 0.12% | 96 |
|
|
2024
Q3 | $717K | Sell |
24,614
-1,236
| -5% | -$36K | 0.12% | 103 |
|
|
2024
Q2 | $749K | Hold |
25,850
| – | – | 0.12% | 96 |
|
|
2024
Q1 | $754K | Buy |
25,850
+8,370
| +48% | +$244K | 0.11% | 99 |
|
|
2023
Q4 | $461K | Hold |
17,480
| – | – | 0.09% | 111 |
|
|
2023
Q3 | $478K | Hold |
17,480
| – | – | 0.1% | 103 |
|
|
2023
Q2 | $461K | Buy |
17,480
+1,236
| +8% | +$32.6K | 0.09% | 107 |
|
|
2023
Q1 | $421K | Hold |
16,244
| – | – | 0.08% | 108 |
|
|
2022
Q4 | $392K | Buy |
16,244
+1,169
| +8% | +$28.2K | 0.08% | 114 |
|
|
2022
Q3 | $358K | Hold |
15,075
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $367K | Hold |
15,075
| – | – | 0.07% | 117 |
|
|
2022
Q1 | $389K | Sell |
15,075
-750
| -5% | -$19.4K | 0.07% | 126 |
|
|
2021
Q4 | $348K | Buy |
15,825
+1,500
| +10% | +$33K | 0.06% | 126 |
|
|
2021
Q3 | $310K | Sell |
14,325
-5,320
| -27% | -$115K | 0.06% | 128 |
|
|
2021
Q2 | $474K | Hold |
19,645
| – | – | 0.09% | 99 |
|
|
2021
Q1 | $433K | Hold |
19,645
| – | – | 0.09% | 102 |
|
|
2020
Q4 | $385K | Hold |
19,645
| – | – | 0.08% | 112 |
|
|
2020
Q3 | $310K | Sell |
19,645
-1,800
| -8% | -$28.4K | 0.08% | 119 |
|
|
2020
Q2 | $390K | Hold |
21,445
| – | – | 0.1% | 94 |
|
|
2020
Q1 | $307K | Sell |
21,445
-1,740
| -8% | -$24.9K | 0.09% | 98 |
|
|
2019
Q4 | $653K | Sell |
23,185
-2,540
| -10% | -$71.5K | 0.16% | 70 |
|
|
2019
Q3 | $735K | Hold |
25,725
| – | – | 0.2% | 55 |
|
|
2019
Q2 | $743K | Sell |
25,725
-3,220
| -11% | -$93K | 0.21% | 51 |
|
|
2019
Q1 | $842K | Buy |
28,945
+2,000
| +7% | +$58.2K | 0.24% | 49 |
|
|
2018
Q4 | $663K | Buy |
26,945
+1,240
| +5% | +$30.5K | 0.21% | 51 |
|
|
2018
Q3 | $739K | Sell |
25,705
-5,660
| -18% | -$163K | 0.23% | 47 |
|
|
2018
Q2 | $868K | Sell |
31,365
-280
| -0.9% | -$7.75K | 0.29% | 42 |
|
|
2018
Q1 | $775K | Buy |
31,645
+1,140
| +4% | +$27.9K | 0.27% | 47 |
|
|
2017
Q4 | $809K | Buy |
30,505
+14,410
| +90% | +$382K | 0.3% | 41 |
|
|
2017
Q3 | $420K | Hold |
16,095
| – | – | 0.18% | 50 |
|
|
2017
Q2 | $436K | Hold |
16,095
| – | – | 0.19% | 44 |
|
|
2017
Q1 | $444K | Hold |
16,095
| – | – | 0.2% | 44 |
|
|
2016
Q4 | $435K | Hold |
16,095
| – | – | 0.21% | 38 |
|
|
2016
Q3 | $445K | Hold |
16,095
| – | – | 0.22% | 37 |
|
|
2016
Q2 | $471K | Hold |
16,095
| – | – | 0.25% | 37 |
|
|
2016
Q1 | $396K | Sell |
16,095
-537
| -3% | -$13.2K | 0.22% | 40 |
|
|
2015
Q4 | $425K | Sell |
16,632
-14,617
| -47% | -$374K | 0.25% | 37 |
|
|
2015
Q3 | $778K | Buy |
31,249
+8,488
| +37% | +$211K | 0.47% | 26 |
|
|
2015
Q2 | $680K | Hold |
22,761
| – | – | 0.4% | 26 |
|
|
2015
Q1 | $750K | Sell |
22,761
-6,370
| -22% | -$210K | 0.44% | 26 |
|
|
2014
Q4 | $1.05M | Buy |
29,131
+2,823
| +11% | +$102K | 0.68% | 17 |
|
|
2014
Q3 | $1.06M | Buy |
26,308
+19,854
| +308% | +$800K | 0.91% | 14 |
|
|
2014
Q2 | $505K | Hold |
6,454
| – | – | 0.44% | 32 |
|
|
2014
Q1 | $448K | Hold |
6,454
| – | – | 0.48% | 30 |
|
|
2013
Q4 | $428K | Buy |
+6,454
| New | +$428K | 0.59% | 24 |
|