Global Retirement Partners’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 | $2.16M | Buy |
+69,506
| New | +$2.16M | 0.05% | 322 |
|
|
2024
Q4 | $998K | Sell |
31,838
-4,972
| -14% | -$156K | 0.03% | 453 |
|
|
2024
Q3 | $1.07M | Sell |
36,810
-6,022
| -14% | -$175K | 0.03% | 432 |
|
|
2024
Q2 | $1.24M | Sell |
42,832
-9,874
| -19% | -$286K | 0.04% | 375 |
|
|
2024
Q1 | $1.54M | Sell |
52,706
-1,796
| -3% | -$52.4K | 0.06% | 283 |
|
|
2023
Q4 | $1.46M | Buy |
54,502
+14,179
| +35% | +$379K | 0.06% | 264 |
|
|
2023
Q3 | $1.09M | Buy |
40,323
+352
| +0.9% | +$9.5K | 0.05% | 291 |
|
|
2023
Q2 | $1.05M | Buy |
39,971
+269
| +0.7% | +$7.09K | 0.05% | 307 |
|
|
2023
Q1 | $1.02M | Buy |
39,702
+3,066
| +8% | +$78.6K | 0.05% | 301 |
|
|
2022
Q4 | $884K | Buy |
36,636
+6,289
| +21% | +$152K | 0.06% | 274 |
|
|
2022
Q3 | $766K | Buy |
30,347
+2,845
| +10% | +$71.8K | 0.06% | 291 |
|
|
2022
Q2 | $670K | Buy |
27,502
+100
| +0.4% | +$2.44K | 0.05% | 310 |
|
|
2022
Q1 | $734K | Buy |
+27,402
| New | +$734K | 0.06% | 296 |
|
|
2021
Q4 | – | Sell |
-14,773
| Closed | -$320K | – | 662 |
|
|
2021
Q3 | $320K | Sell |
14,773
-2,197
| -13% | -$47.6K | 0.03% | 378 |
|
|
2021
Q2 | $409K | Sell |
16,970
-413
| -2% | -$9.95K | 0.04% | 327 |
|
|
2021
Q1 | $383K | Sell |
17,383
-5,030
| -22% | -$111K | 0.04% | 304 |
|
|
2020
Q4 | $439K | Sell |
22,413
-4,121
| -16% | -$80.7K | 0.06% | 256 |
|
|
2020
Q3 | $419K | Buy |
26,534
+7,945
| +43% | +$125K | 0.06% | 249 |
|
|
2020
Q2 | $338K | Buy |
18,589
+5,519
| +42% | +$100K | 0.05% | 276 |
|
|
2020
Q1 | $187K | Buy |
13,070
+47
| +0.4% | +$672 | 0.04% | 328 |
|
|
2019
Q4 | $367K | Buy |
13,023
+1,256
| +11% | +$35.4K | 0.06% | 275 |
|
|
2019
Q3 | $336K | Buy |
11,767
+353
| +3% | +$10.1K | 0.06% | 276 |
|
|
2019
Q2 | $330K | Buy |
11,414
+10,256
| +886% | +$297K | 0.06% | 247 |
|
|
2019
Q1 | $34K | Hold |
1,158
| – | – | 0.01% | 654 |
|
|
2018
Q4 | $28K | Sell |
1,158
-800
| -41% | -$19.3K | 0.01% | 654 |
|
|
2018
Q3 | $56K | Sell |
1,958
-133
| -6% | -$3.8K | 0.01% | 526 |
|
|
2018
Q2 | $58K | Hold |
2,091
| – | – | 0.01% | 506 |
|
|
2018
Q1 | $51K | Buy |
2,091
+1,207
| +137% | +$29.4K | 0.01% | 517 |
|
|
2017
Q4 | $23K | Hold |
884
| – | – | 0.01% | 687 |
|
|
2017
Q3 | $23K | Buy |
+884
| New | +$23K | 0.01% | 610 |
|