Frisch Financial Group’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 | $1.06M | Buy |
34,222
+2,380
| +7% | +$73.8K | 0.26% | 55 |
|
|
2025
Q1 | $1.09M | Sell |
31,842
-600
| -2% | -$20.5K | 0.31% | 47 |
|
|
2024
Q4 | $1.02M | Buy |
32,442
+790
| +2% | +$24.8K | 0.31% | 46 |
|
|
2024
Q3 | $921K | Hold |
31,652
| – | – | 0.28% | 49 |
|
|
2024
Q2 | $917K | Hold |
31,652
| – | – | 0.28% | 50 |
|
|
2024
Q1 | $924K | Hold |
31,652
| – | – | 0.31% | 44 |
|
|
2023
Q4 | $834K | Hold |
31,652
| – | – | 0.31% | 47 |
|
|
2023
Q3 | $866K | Hold |
31,652
| – | – | 0.35% | 45 |
|
|
2023
Q2 | $834K | Hold |
31,652
| – | – | 0.4% | 45 |
|
|
2023
Q1 | $820K | Hold |
31,652
| – | – | 0.32% | 49 |
|
|
2022
Q4 | $763K | Hold |
31,652
| – | – | 0.29% | 54 |
|
|
2022
Q3 | $753K | Hold |
31,652
| – | – | 0.32% | 47 |
|
|
2022
Q2 | $771K | Hold |
31,652
| – | – | 0.3% | 48 |
|
|
2022
Q1 | $817K | Hold |
31,652
| – | – | 0.26% | 55 |
|
|
2021
Q4 | $685K | Hold |
31,652
| – | – | 0.21% | 68 |
|
|
2021
Q3 | $685K | Hold |
31,652
| – | – | 0.23% | 58 |
|
|
2021
Q2 | $764K | Hold |
31,652
| – | – | 0.24% | 58 |
|
|
2021
Q1 | $697K | Sell |
31,652
-649
| -2% | -$14.3K | 0.23% | 61 |
|
|
2020
Q4 | $633K | Buy |
32,301
+15
| +0% | +$294 | 0.23% | 56 |
|
|
2020
Q3 | $510K | Buy |
32,286
+15
| +0% | +$237 | 0.22% | 55 |
|
|
2020
Q2 | $586K | Buy |
32,271
+15
| +0% | +$272 | 0.28% | 44 |
|
|
2020
Q1 | $462K | Buy |
32,256
+254
| +0.8% | +$3.64K | 0.27% | 54 |
|
|
2019
Q4 | $901K | Buy |
32,002
+213
| +0.7% | +$6K | 0.43% | 41 |
|
|
2019
Q3 | $909K | Buy |
31,789
+9
| +0% | +$257 | 0.55% | 33 |
|
|
2019
Q2 | $917K | Sell |
31,780
-484
| -2% | -$14K | 0.61% | 30 |
|
|
2019
Q1 | $939K | Buy |
32,264
+17
| +0.1% | +$495 | 0.57% | 33 |
|
|
2018
Q4 | $793K | Buy |
+32,247
| New | +$793K | 0.55% | 42 |
|