Focus Partners Wealth’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 | $25.7M | Sell |
827,918
-9,018
| -1% | -$280K | 0.06% | 303 |
|
|
2025
Q1 | $28.6M | Sell |
836,936
-1,838
| -0.2% | -$62.7K | 0.07% | 260 |
|
|
2024
Q4 | $26.3M | Sell |
838,774
-97,939
| -10% | -$3.07M | 0.07% | 264 |
|
|
2024
Q3 | $27.3M | Buy |
936,713
+172,467
| +23% | +$5.02M | 0.09% | 231 |
|
|
2024
Q2 | $22.1M | Buy |
764,246
+703,883
| +1,166% | +$20.4M | 0.07% | 232 |
|
|
2024
Q1 | $1.76M | Buy |
60,363
+32,853
| +119% | +$958K | 0.01% | 510 |
|
|
2023
Q4 | $725K | Buy |
+27,510
| New | +$725K | 0.01% | 508 |
|