Future Financial Wealth 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 | $82.2K | Hold |
2,650
| – | – | 0.06% | 185 |
|
2025
Q1 | $90.5K | Hold |
2,650
| – | – | 0.07% | 165 |
|
2024
Q4 | $83.1K | Sell |
2,650
-3,480
| -57% | -$109K | 0.06% | 177 |
|
2024
Q3 | $178K | Buy |
+6,130
| New | +$178K | 0.13% | 123 |
|
2024
Q2 | – | Sell |
-6,130
| Closed | -$179K | – | 211 |
|
2024
Q1 | $179K | Sell |
6,130
-1,682
| -22% | -$49.1K | 0.14% | 125 |
|
2023
Q4 | $206K | Buy |
7,812
+23
| +0.3% | +$606 | 0.2% | 98 |
|
2023
Q3 | $213K | Buy |
7,789
+23
| +0.3% | +$629 | 0.24% | 94 |
|
2023
Q2 | $205K | Sell |
7,766
-977
| -11% | -$25.7K | 0.22% | 103 |
|
2023
Q1 | $228K | Sell |
8,743
-978
| -10% | -$25.5K | 0.25% | 94 |
|
2022
Q4 | $234K | Buy |
9,721
+693
| +8% | +$16.7K | 0.27% | 91 |
|
2022
Q3 | $220K | Buy |
9,028
+569
| +7% | +$13.9K | 0.25% | 102 |
|
2022
Q2 | $218K | Hold |
8,459
| – | – | 0.21% | 116 |
|
2022
Q1 | $218K | Buy |
8,459
+21
| +0.2% | +$541 | 0.18% | 116 |
|
2021
Q4 | $191K | Buy |
+8,438
| New | +$191K | 0.15% | 130 |
|