GHP Investment Advisors’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 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 567 |
|
|
2025
Q1 | $34.1K | Sell |
1,000
-325
| -25% | -$11.1K | ﹤0.01% | 538 |
|
|
2024
Q4 | $41.6K | Buy |
1,325
+325
| +33% | +$10.2K | ﹤0.01% | 516 |
|
|
2024
Q3 | $29.1K | Sell |
1,000
-137
| -12% | -$3.99K | ﹤0.01% | 571 |
|
|
2024
Q2 | $33K | Buy |
1,137
+137
| +14% | +$3.97K | ﹤0.01% | 541 |
|
|
2024
Q1 | $29.2K | Hold |
1,000
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $26.4K | Hold |
1,000
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $27.6K | Hold |
1,000
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $26.8K | Hold |
1,000
| – | – | ﹤0.01% | 560 |
|
|
2023
Q1 | $25.9K | Hold |
1,000
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $24.1K | Sell |
1,000
-2,500
| -71% | -$60.3K | ﹤0.01% | 562 |
|
|
2022
Q3 | $83K | Buy |
3,500
+2,500
| +250% | +$59.3K | 0.01% | 441 |
|
|
2022
Q2 | $24K | Buy |
+1,000
| New | +$24K | ﹤0.01% | 554 |
|
|
2019
Q2 | – | Sell |
-7,593
| Closed | -$221K | – | 308 |
|
|
2019
Q1 | $221K | Buy |
+7,593
| New | +$221K | 0.03% | 293 |
|
|
2018
Q4 | – | Sell |
-8,278
| Closed | -$238K | – | 290 |
|
|
2018
Q3 | $238K | Hold |
8,278
| – | – | 0.03% | 280 |
|
|
2018
Q2 | $229K | Hold |
8,278
| – | – | 0.03% | 274 |
|
|
2018
Q1 | $203K | Hold |
8,278
| – | – | 0.03% | 290 |
|
|
2017
Q4 | $219K | Hold |
8,278
| – | – | 0.03% | 288 |
|
|
2017
Q3 | $216K | Hold |
8,278
| – | – | 0.03% | 281 |
|
|
2017
Q2 | $224K | Hold |
8,278
| – | – | 0.04% | 280 |
|
|
2017
Q1 | $229K | Buy |
+8,278
| New | +$229K | 0.04% | 278 |
|
|
2016
Q3 | – | Sell |
-7,038
| Closed | -$206K | – | 282 |
|
|
2016
Q2 | $206K | Buy |
+7,038
| New | +$206K | 0.04% | 268 |
|
|
2015
Q3 | – | Sell |
-7,758
| Closed | -$212K | – | 278 |
|
|
2015
Q2 | $212K | Hold |
7,758
| – | – | 0.05% | 267 |
|
|
2015
Q1 | $255K | Hold |
7,758
| – | – | 0.07% | 240 |
|
|
2014
Q4 | $280K | Hold |
7,758
| – | – | 0.08% | 221 |
|
|
2014
Q3 | $313K | Hold |
7,758
| – | – | 0.09% | 209 |
|
|
2014
Q2 | $304K | Hold |
7,758
| – | – | 0.09% | 209 |
|
|
2014
Q1 | $269K | Hold |
7,758
| – | – | 0.09% | 218 |
|
|
2013
Q4 | $257K | Sell |
7,758
-774
| -9% | -$25.6K | 0.08% | 217 |
|
|
2013
Q3 | $260K | Buy |
8,532
+1,174
| +16% | +$35.8K | 0.09% | 218 |
|
|
2013
Q2 | $229K | Buy |
+7,358
| New | +$229K | 0.09% | 222 |
|