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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$547K	Hold	17,642	–	–	0.08%	117
2025 Q1	$602K	Hold	17,642	–	–	0.1%	103
2024 Q4	$553K	Sell	17,642 -3,593	-17%	-$113K	0.09%	105
2024 Q3	$618K	Buy	21,235 +9,665	+84%	+$281K	0.1%	100
2024 Q2	$335K	Buy	+11,570	New	+$335K	0.06%	116
2020 Q3	–	Sell	-13,482	Closed	-$245K	–	136
2020 Q2	$245K	Hold	13,482	–	–	0.1%	119
2020 Q1	$193K	Sell	13,482 -34,358	-72%	-$492K	0.1%	120
2019 Q4	$1.35M	Buy	47,840 +5,876	+14%	+$165K	0.46%	54
2019 Q3	$1.2M	Buy	41,964 +4,954	+13%	+$142K	0.45%	53
2019 Q2	$1.07M	Buy	37,010 +21,005	+131%	+$606K	0.42%	57
2019 Q1	$466K	Buy	16,005 +6,409	+67%	+$187K	0.2%	82
2018 Q4	$236K	Buy	+9,596	New	+$236K	0.1%	106
2018 Q3	–	Sell	-9,596	Closed	-$266K	–	73
2018 Q2	$266K	Buy	+9,596	New	+$266K	0.16%	60
2017 Q4	–	Sell	-13,461	Closed	-$351K	–	63
2017 Q3	$351K	Buy	13,461 +889	+7%	+$23.2K	0.24%	47
2017 Q2	$340K	Sell	12,572 -575	-4%	-$15.6K	0.23%	43
2017 Q1	$363K	Buy	13,147 +372	+3%	+$10.3K	0.25%	42
2016 Q4	$345K	Sell	12,775 -48,450	-79%	-$1.31M	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%	-$88.5K	1.42%	26
2016 Q1	$2.19M	Sell	89,013 -5,900	-6%	-$145K	1.42%	20
2015 Q4	$2.43M	Sell	94,913 -20,896	-18%	-$535K	1.25%	25
2015 Q3	$2.88M	Sell	115,809 -175	-0.2%	-$4.36K	1.27%	26
2015 Q2	$3.47M	Buy	115,984 +54,496	+89%	+$1.63M	1.43%	27
2015 Q1	$2.03M	Sell	61,488 -2,000	-3%	-$65.9K	0.93%	39
2014 Q4	$2.29M	Buy	63,488 +11,200	+21%	+$405K	1.04%	37
2014 Q3	$2.11M	Hold	52,288	–	–	0.96%	42
2014 Q2	$2.05M	Sell	52,288 -500	-0.9%	-$19.6K	1%	38
2014 Q1	$1.83M	Sell	52,788 -1,808	-3%	-$62.7K	0.95%	41
2013 Q4	$1.81M	Sell	54,596 -600	-1%	-$19.9K	1.04%	32
2013 Q3	$1.69M	Sell	55,196 -1,150	-2%	-$35.1K	1.09%	35
2013 Q2	$1.75M	Buy	+56,346	New	+$1.75M	1.06%	37