Evermay 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 | $763K | Hold |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $717K | Sell |
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|
2024
Q2 | $749K | Hold |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $461K | Hold |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $474K | Hold |
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|
2021
Q1 | $433K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $390K | Hold |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $653K | Sell |
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|
2019
Q3 | $735K | Hold |
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|
2019
Q2 | $743K | Sell |
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|
2019
Q1 | $842K | Buy |
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|
2018
Q4 | $663K | Buy |
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|
2018
Q3 | $739K | Sell |
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|
2018
Q2 | $868K | Sell |
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|
2018
Q1 | $775K | Buy |
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|
2017
Q4 | $809K | Buy |
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|
2017
Q3 | $420K | Hold |
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|
2017
Q2 | $436K | Hold |
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|
2017
Q1 | $444K | Hold |
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|
2016
Q4 | $435K | Hold |
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|
2016
Q3 | $445K | Hold |
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|
2016
Q2 | $471K | Hold |
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|
2016
Q1 | $396K | Sell |
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|
2015
Q4 | $425K | Sell |
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|
2015
Q3 | $778K | Buy |
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|
2015
Q2 | $680K | Hold |
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|
2015
Q1 | $750K | Sell |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $505K | Hold |
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|
2014
Q1 | $448K | Hold |
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|
2013
Q4 | $428K | Buy |
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