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GM Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.4M Sell
77,485
-3,770
-5% -$117K 0.12% 87
2025
Q1
$2.77M Sell
81,255
-1,238
-2% -$42.3K 0.15% 68
2024
Q4
$2.59M Buy
82,493
+3,084
+4% +$96.7K 0.14% 68
2024
Q3
$2.31M Buy
79,409
+636
+0.8% +$18.5K 0.14% 74
2024
Q2
$2.28M Buy
78,773
+90
+0.1% +$2.61K 0.15% 71
2024
Q1
$2.3M Buy
78,683
+11,450
+17% +$334K 0.16% 65
2023
Q4
$1.77M Buy
67,233
+1,025
+2% +$27K 0.13% 67
2023
Q3
$1.81M Sell
66,208
-1,114
-2% -$30.5K 0.15% 56
2023
Q2
$1.77M Sell
67,322
-3,021
-4% -$79.6K 0.15% 57
2023
Q1
$1.82M Sell
70,343
-9,374
-12% -$243K 0.17% 54
2022
Q4
$1.92M Sell
79,717
-830
-1% -$20K 0.21% 51
2022
Q3
$1.92M Sell
80,547
-91
-0.1% -$2.16K 0.24% 45
2022
Q2
$1.97M Sell
80,638
-2,735
-3% -$66.6K 0.31% 50
2022
Q1
$2.15M Sell
83,373
-7,780
-9% -$201K 0.26% 58
2021
Q4
$2M Hold
91,153
0.18% 69
2021
Q3
$1.97M Buy
91,153
+1,215
+1% +$26.3K 0.2% 63
2021
Q2
$2.17M Sell
89,938
-6,280
-7% -$152K 0.22% 61
2021
Q1
$2.12M Buy
96,218
+47,063
+96% +$1.04M 0.25% 53
2020
Q4
$963K Sell
49,155
-26,749
-35% -$524K 0.13% 73
2020
Q3
$1.2M Sell
75,904
-10,460
-12% -$165K 0.18% 58
2020
Q2
$1.57M Buy
86,364
+10,789
+14% +$196K 0.29% 51
2020
Q1
$1.08M Buy
75,575
+57,767
+324% +$826K 0.29% 47
2019
Q4
$501K Hold
17,808
0.16% 51
2019
Q3
$509K Buy
17,808
+2,558
+17% +$73.1K 0.16% 56
2019
Q2
$440K Sell
15,250
-616
-4% -$17.8K 0.14% 61
2019
Q1
$462K Sell
15,866
-184
-1% -$5.36K 0.15% 62
2018
Q4
$395K Buy
16,050
+1,000
+7% +$24.6K 0.15% 65
2018
Q3
$432K Hold
15,050
0.14% 71
2018
Q2
$416K Hold
15,050
0.12% 73
2018
Q1
$368K Hold
15,050
0.11% 77
2017
Q4
$399K Sell
15,050
-6,400
-30% -$170K 0.11% 77
2017
Q3
$559K Hold
21,450
0.17% 58
2017
Q2
$581K Buy
21,450
+6,900
+47% +$187K 0.18% 57
2017
Q1
$402K Buy
14,550
+5,800
+66% +$160K 0.14% 68
2016
Q4
$237K Sell
8,750
-2,860
-25% -$77.5K 0.08% 95
2016
Q3
$321K Hold
11,610
0.12% 53
2016
Q2
$340K Buy
+11,610
New +$340K 0.13% 48