HAM
Harmony Asset Management’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Sell |
8,181
-699
| -8% | -$21.7K | 0.1% | 148 |
|
2025
Q1 | $303K | Buy |
8,880
+6
| +0.1% | +$205 | 0.13% | 134 |
|
2024
Q4 | $278K | Sell |
8,874
-38
| -0.4% | -$1.19K | 0.11% | 141 |
|
2024
Q3 | $259K | Buy |
8,912
+304
| +4% | +$8.85K | 0.1% | 144 |
|
2024
Q2 | $249K | Sell |
8,608
-140
| -2% | -$4.06K | 0.1% | 143 |
|
2024
Q1 | $255K | Sell |
8,748
-252
| -3% | -$7.35K | 0.11% | 133 |
|
2023
Q4 | $237K | Buy |
+9,000
| New | +$237K | 0.1% | 122 |
|