FPAS
Focus Partners Advisor Solutions’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
+49,630
| New | +$1.54M | 0.02% | 328 |
|
|
2025
Q1 | – | Sell |
-48,550
| Closed | -$1.52M | – | 990 |
|
|
2024
Q4 | $1.52M | Buy |
48,550
+9,102
| +23% | +$285K | 0.03% | 265 |
|
|
2024
Q3 | $1.15M | Buy |
39,448
+26,140
| +196% | +$761K | 0.02% | 271 |
|
|
2024
Q2 | $386K | Sell |
13,308
-345
| -3% | -$10K | 0.01% | 433 |
|
|
2024
Q1 | $398K | Sell |
13,653
-9,158
| -40% | -$267K | 0.01% | 404 |
|
|
2023
Q4 | $601K | Sell |
22,811
-5,804
| -20% | -$153K | 0.03% | 224 |
|
|
2023
Q3 | $783K | Buy |
28,615
+10,520
| +58% | +$288K | 0.04% | 194 |
|
|
2023
Q2 | $477K | Buy |
18,095
+5,682
| +46% | +$150K | 0.03% | 225 |
|
|
2023
Q1 | $321K | Buy |
12,413
+2,606
| +27% | +$67.5K | 0.02% | 267 |
|
|
2022
Q4 | $237K | Sell |
9,807
-2,902
| -23% | -$70K | 0.02% | 294 |
|
|
2022
Q3 | $302K | Buy |
+12,709
| New | +$302K | 0.02% | 304 |
|