Forvis Mazars Wealth Advisors’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 | $679K | Hold |
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|
2025
Q2 | $673K | Hold |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Sell |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $214K | Sell |
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|
2015
Q4 | $273K | Sell |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $346K | Sell |
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|
2015
Q1 | $407K | Buy |
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|
2014
Q4 | $379K | Sell |
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|
2014
Q3 | $428K | Sell |
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|
2014
Q2 | $439K | Sell |
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|
2014
Q1 | $415K | Buy |
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|
2013
Q4 | $396K | Buy |
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|
2013
Q3 | $363K | Buy |
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|
2013
Q2 | $368K | Buy |
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