Forum Financial Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $625K | Buy |
|
|||||
|
2025
Q2 | $613K | Buy |
|
|||||
|
2025
Q1 | $668K | Buy |
|
|||||
|
2024
Q4 | $607K | Sell |
|
|||||
|
2024
Q3 | $826K | Buy |
|
|||||
|
2024
Q2 | $821K | Sell |
|
|||||
|
2024
Q1 | $860K | Buy |
|
|||||
|
2023
Q4 | $510K | Sell |
|
|||||
|
2023
Q3 | $752K | Sell |
|
|||||
|
2023
Q2 | $867K | Buy |
|
|||||
|
2023
Q1 | $696K | Buy |
|
|||||
|
2022
Q4 | $609K | Buy |
|
|||||
|
2022
Q3 | $593K | Buy |
|
|||||
|
2022
Q2 | $545K | Buy |
|
|||||
|
2022
Q1 | $538K | Sell |
|
|||||
|
2021
Q4 | $458K | Buy |
|