Family Management’s Enterprise Products Partners EPD Stock Holding History

Family Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$772K	Buy	20,398 +2,756	+16%	+$97.5K	0.09%	122
2025 Q4	$566K	Hold	17,642	–	–	0.07%	130
2025 Q3	$552K	Hold	17,642	–	–	0.08%	122
2025 Q2	$547K	Hold	17,642	–	–	0.08%	122
2025 Q1	$602K	Hold	17,642	–	–	0.1%	108
2024 Q4	$553K	Sell	17,642 -3,593	-17%	-$110K	0.09%	110
2024 Q3	$618K	Buy	21,235 +9,665	+84%	+$282K	0.1%	102
2024 Q2	$335K	Buy	+11,570	New	+$332K	0.06%	118
2020 Q3	–	Sell	-13,482	Closed	-$245K	–	137
2020 Q2	$245K	Hold	13,482	–	–	0.1%	120
2020 Q1	$193K	Sell	13,482 -34,358	-72%	-$798K	0.1%	120
2019 Q4	$1.35M	Buy	47,840 +5,876	+14%	+$159K	0.47%	54
2019 Q3	$1.2M	Buy	41,964 +4,954	+13%	+$144K	0.45%	53
2019 Q2	$1.07M	Buy	37,010 +21,005	+131%	+$605K	0.42%	57
2019 Q1	$466K	Buy	16,005 +6,409	+67%	+$179K	0.2%	83
2018 Q4	$236K	Buy	+9,596	New	+$257K	0.1%	106
2018 Q3	–	Sell	-9,596	Closed	-$266K	–	73
2018 Q2	$266K	Buy	+9,596	New	+$262K	0.16%	60
2017 Q4	–	Sell	-13,461	Closed	-$351K	–	63
2017 Q3	$351K	Buy	13,461 +889	+7%	+$23.5K	0.24%	47
2017 Q2	$340K	Sell	12,572 -575	-4%	-$15.6K	0.23%	43
2017 Q1	$363K	Buy	13,147 +372	+3%	+$10.4K	0.25%	42
2016 Q4	$345K	Sell	12,775 -48,450	-79%	-$1.26M	0.24%	46
2016 Q3	$1.69M	Sell	61,225 -24,763	-29%	-$684K	0.96%	33
2016 Q2	$2.52M	Sell	85,988 -3,025	-3%	-$81.2K	1.42%	26
2016 Q1	$2.19M	Sell	89,013 -5,900	-6%	-$137K	1.42%	20
2015 Q4	$2.43M	Sell	94,913 -20,896	-18%	-$543K	1.25%	25
2015 Q3	$2.88M	Sell	115,809 -175	-0.2%	-$4.85K	1.27%	26
2015 Q2	$3.47M	Buy	115,984 +54,496	+89%	+$1.78M	1.43%	27
2015 Q1	$2.02M	Sell	61,488 -2,000	-3%	-$67K	0.93%	39
2014 Q4	$2.29M	Buy	63,488 +11,200	+21%	+$414K	1.04%	37
2014 Q3	$2.11M	Hold	52,288	–	–	0.96%	42
2014 Q2	$2.05M	Sell	52,288 -500	-0.9%	-$18.4K	1%	38
2014 Q1	$1.83M	Sell	52,788 -1,808	-3%	-$59.9K	0.95%	41
2013 Q4	$1.81M	Sell	54,596 -600	-1%	-$18.7K	1.04%	32
2013 Q3	$1.69M	Sell	55,196 -1,150	-2%	-$35.2K	1.09%	35
2013 Q2	$1.75M	Buy	+56,346	New	+$1.71M	1.06%	37