EverSource Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
11,971
-834
| -7% | -$25.9K | 0.02% | 570 |
|
|
2025
Q1 | $437K | Buy |
12,805
+10
| +0.1% | +$341 | 0.02% | 412 |
|
|
2024
Q4 | $401K | Buy |
12,795
+69
| +0.5% | +$2.16K | 0.02% | 423 |
|
|
2024
Q3 | $370K | Buy |
12,726
+806
| +7% | +$23.5K | 0.02% | 390 |
|
|
2024
Q2 | $344K | Buy |
11,920
+2,265
| +23% | +$65.4K | 0.02% | 403 |
|
|
2024
Q1 | $271K | Buy |
9,655
+1,510
| +19% | +$42.4K | 0.02% | 405 |
|
|
2023
Q4 | $215K | Sell |
8,145
-1,287
| -14% | -$33.9K | 0.02% | 418 |
|
|
2023
Q3 | $258K | Sell |
9,432
-401
| -4% | -$11K | 0.03% | 348 |
|
|
2023
Q2 | $259K | Buy |
9,833
+319
| +3% | +$8.41K | 0.03% | 343 |
|
|
2023
Q1 | $246K | Sell |
9,514
-3,883
| -29% | -$101K | 0.03% | 341 |
|
|
2022
Q4 | $323K | Buy |
13,397
+3,300
| +33% | +$79.6K | 0.05% | 268 |
|
|
2022
Q3 | $240K | Buy |
10,097
+4,417
| +78% | +$105K | 0.05% | 272 |
|
|
2022
Q2 | $138K | Hold |
5,680
| – | – | 0.04% | 310 |
|
|
2022
Q1 | $147K | Hold |
5,680
| – | – | 0.04% | 285 |
|
|
2021
Q4 | $125K | Buy |
+5,680
| New | +$125K | 0.04% | 279 |
|