First Heartland Consultants’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620K | Buy |
19,983
+1,895
| +10% | +$58.8K | 0.06% | 236 |
|
2025
Q1 | $618K | Sell |
18,088
-3,638
| -17% | -$124K | 0.06% | 203 |
|
2024
Q4 | $681K | Buy |
21,726
+658
| +3% | +$20.6K | 0.07% | 195 |
|
2024
Q3 | $613K | Sell |
21,068
-101,718
| -83% | -$2.96M | 0.07% | 204 |
|
2024
Q2 | $2.56K | Buy |
122,786
+1,630
| +1% | +$34 | 0.18% | 89 |
|
2024
Q1 | $3.54M | Sell |
121,156
-4,411
| -4% | -$129K | 0.37% | 71 |
|
2023
Q4 | $3.31M | Sell |
125,567
-29,377
| -19% | -$774K | 0.4% | 66 |
|
2023
Q3 | $4.24M | Sell |
154,944
-33,588
| -18% | -$919K | 0.53% | 57 |
|
2023
Q2 | $4.97M | Buy |
188,532
+6,338
| +3% | +$167K | 0.64% | 36 |
|
2023
Q1 | $4.72M | Sell |
182,194
-8,386
| -4% | -$217K | 0.71% | 31 |
|
2022
Q4 | $4.6M | Sell |
190,580
-11,983
| -6% | -$289K | 0.74% | 32 |
|
2022
Q3 | $4.82K | Buy |
202,563
+3,408
| +2% | +$81 | 0.41% | 35 |
|
2022
Q2 | $4.85M | Buy |
199,155
+2,858
| +1% | +$69.6K | 0.76% | 31 |
|
2022
Q1 | $5.07M | Buy |
196,297
+8,741
| +5% | +$226K | 0.78% | 26 |
|
2021
Q4 | $4.12K | Buy |
187,556
+23,301
| +14% | +$512 | 0.16% | 46 |
|
2021
Q3 | $3.55M | Buy |
164,255
+17,418
| +12% | +$377K | 0.54% | 48 |
|
2021
Q2 | $3.54M | Sell |
146,837
-6,728
| -4% | -$162K | 0.54% | 46 |
|
2021
Q1 | $3.38M | Buy |
153,565
+5,702
| +4% | +$126K | 0.54% | 50 |
|
2020
Q4 | $2.9M | Buy |
147,863
+9,337
| +7% | +$183K | 0.48% | 48 |
|
2020
Q3 | $2.19M | Buy |
138,526
+53,363
| +63% | +$842K | 0.41% | 57 |
|
2020
Q2 | $1.55M | Buy |
+85,163
| New | +$1.55M | 0.31% | 72 |
|
2019
Q4 | – | Sell |
-7,582
| Closed | -$217K | – | 296 |
|
2019
Q3 | $217K | Buy |
7,582
+51
| +0.7% | +$1.46K | 0.05% | 268 |
|
2019
Q2 | $217K | Buy |
7,531
+30
| +0.4% | +$864 | 0.05% | 261 |
|
2019
Q1 | $218K | Buy |
+7,501
| New | +$218K | 0.06% | 254 |
|
2018
Q4 | – | Sell |
-7,720
| Closed | -$222K | – | 248 |
|
2018
Q3 | $222K | Buy |
7,720
+57
| +0.7% | +$1.64K | 0.07% | 231 |
|
2018
Q2 | $212K | Sell |
7,663
-2,243
| -23% | -$62.1K | 0.07% | 223 |
|
2018
Q1 | $243K | Buy |
9,906
+418
| +4% | +$10.3K | 0.07% | 236 |
|
2017
Q4 | $252K | Sell |
9,488
-5,022
| -35% | -$133K | 0.08% | 233 |
|
2017
Q3 | $378K | Sell |
14,510
-1,506
| -9% | -$39.2K | 0.09% | 245 |
|
2017
Q2 | $434K | Buy |
16,016
+1,069
| +7% | +$29K | 0.11% | 219 |
|
2017
Q1 | $413K | Sell |
14,947
-166
| -1% | -$4.59K | 0.12% | 211 |
|
2016
Q4 | $409K | Buy |
15,113
+965
| +7% | +$26.1K | 0.12% | 206 |
|
2016
Q3 | $391K | Sell |
14,148
-419
| -3% | -$11.6K | 0.11% | 199 |
|
2016
Q2 | $426 | Sell |
14,567
-856
| -6% | -$25 | 0.05% | 173 |
|
2016
Q1 | $380K | Sell |
15,423
-166
| -1% | -$4.09K | 0.14% | 167 |
|
2015
Q4 | $399K | Buy |
15,589
+766
| +5% | +$19.6K | 0.15% | 163 |
|
2015
Q3 | $369K | Sell |
14,823
-3,071
| -17% | -$76.4K | 0.15% | 160 |
|
2015
Q2 | $535 | Buy |
17,894
+5,203
| +41% | +$156 | 0.15% | 133 |
|
2015
Q1 | $418K | Buy |
12,691
+3,095
| +32% | +$102K | 0.16% | 157 |
|
2014
Q4 | $347K | Buy |
9,596
+8
| +0.1% | +$289 | 0.14% | 168 |
|
2014
Q3 | $386K | Buy |
9,588
+10
| +0.1% | +$403 | 0.17% | 163 |
|
2014
Q2 | $375K | Buy |
9,578
+8
| +0.1% | +$313 | 0.17% | 153 |
|
2014
Q1 | $332K | Buy |
9,570
+2,010
| +27% | +$69.7K | 0.16% | 160 |
|
2013
Q4 | $251K | Buy |
+7,560
| New | +$251K | 0.14% | 158 |
|