Forum Financial Management’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 | $613K | Buy |
19,774
+209
| +1% | +$6.48K | 0.01% | 340 |
|
|
2025
Q1 | $668K | Buy |
19,565
+195
| +1% | +$6.66K | 0.01% | 280 |
|
|
2024
Q4 | $607K | Sell |
19,370
-8,994
| -32% | -$282K | 0.01% | 315 |
|
|
2024
Q3 | $826K | Buy |
28,364
+38
| +0.1% | +$1.11K | 0.01% | 216 |
|
|
2024
Q2 | $821K | Sell |
28,326
-1,153
| -4% | -$33.4K | 0.01% | 206 |
|
|
2024
Q1 | $860K | Buy |
29,479
+10,109
| +52% | +$295K | 0.01% | 210 |
|
|
2023
Q4 | $510K | Sell |
19,370
-8,109
| -30% | -$214K | 0.01% | 285 |
|
|
2023
Q3 | $752K | Sell |
27,479
-5,406
| -16% | -$148K | 0.02% | 195 |
|
|
2023
Q2 | $867K | Buy |
32,885
+6,000
| +22% | +$158K | 0.02% | 179 |
|
|
2023
Q1 | $696K | Buy |
26,885
+1,617
| +6% | +$41.9K | 0.02% | 194 |
|
|
2022
Q4 | $609K | Buy |
25,268
+331
| +1% | +$7.98K | 0.02% | 212 |
|
|
2022
Q3 | $593K | Buy |
24,937
+2,558
| +11% | +$60.8K | 0.03% | 194 |
|
|
2022
Q2 | $545K | Buy |
22,379
+1,513
| +7% | +$36.8K | 0.03% | 214 |
|
|
2022
Q1 | $538K | Sell |
20,866
-1
| -0% | -$26 | 0.03% | 226 |
|
|
2021
Q4 | $458K | Buy |
+20,867
| New | +$458K | 0.02% | 273 |
|