Grimes & Company’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 | $431K | Sell |
13,909
-204
| -1% | -$6.33K | 0.01% | 286 |
|
|
2025
Q1 | $482K | Buy |
14,113
+593
| +4% | +$20.2K | 0.01% | 245 |
|
|
2024
Q4 | $424K | Buy |
13,520
+420
| +3% | +$13.2K | 0.01% | 272 |
|
|
2024
Q3 | $381K | Buy |
13,100
+1,922
| +17% | +$56K | 0.01% | 261 |
|
|
2024
Q2 | $324K | Buy |
11,178
+635
| +6% | +$18.4K | 0.01% | 265 |
|
|
2024
Q1 | $308K | Buy |
10,543
+285
| +3% | +$8.32K | 0.01% | 268 |
|
|
2023
Q4 | $270K | Buy |
+10,258
| New | +$270K | 0.01% | 264 |
|
|
2015
Q2 | – | Sell |
-6,923
| Closed | -$228K | – | 193 |
|
|
2015
Q1 | $228K | Sell |
6,923
-2,969
| -30% | -$97.8K | 0.05% | 142 |
|
|
2014
Q4 | $357K | Hold |
9,892
| – | – | 0.09% | 113 |
|
|
2014
Q3 | $399K | Sell |
9,892
-380
| -4% | -$15.3K | 0.1% | 104 |
|
|
2014
Q2 | $402K | Buy |
10,272
+760
| +8% | +$29.7K | 0.11% | 103 |
|
|
2014
Q1 | $330K | Sell |
9,512
-1,200
| -11% | -$41.6K | 0.09% | 107 |
|
|
2013
Q4 | $355K | Buy |
10,712
+1,200
| +13% | +$39.8K | 0.11% | 103 |
|
|
2013
Q3 | $290K | Sell |
9,512
-200
| -2% | -$6.1K | 0.1% | 102 |
|
|
2013
Q2 | $302K | Buy |
+9,712
| New | +$302K | 0.11% | 95 |
|