HFM
Hartford Financial Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
32,645
| – | – | 0.28% | 74 |
|
|
2025
Q1 | $1.11M | Hold |
32,645
| – | – | 0.23% | 104 |
|
|
2024
Q4 | $1.02M | Hold |
32,645
| – | – | 0.21% | 109 |
|
|
2024
Q3 | $950K | Hold |
32,645
| – | – | 0.19% | 111 |
|
|
2024
Q2 | $946K | Sell |
32,645
-100
| -0.3% | -$2.9K | 0.2% | 108 |
|
|
2024
Q1 | $956K | Buy |
32,745
+100
| +0.3% | +$2.92K | 0.2% | 109 |
|
|
2023
Q4 | $860K | Hold |
32,645
| – | – | 0.19% | 116 |
|
|
2023
Q3 | $894K | Sell |
32,645
-3,000
| -8% | -$82.1K | 0.23% | 114 |
|
|
2023
Q2 | $939K | Hold |
35,645
| – | – | 0.23% | 114 |
|
|
2023
Q1 | $923K | Sell |
35,645
-34
| -0.1% | -$881 | 0.24% | 116 |
|
|
2022
Q4 | $861K | Sell |
35,679
-95
| -0.3% | -$2.29K | 0.23% | 116 |
|
|
2022
Q3 | $851K | Buy |
35,774
+4
| +0% | +$95 | 0.25% | 111 |
|
|
2022
Q2 | $872K | Buy |
35,770
+4
| +0% | +$98 | 0.24% | 113 |
|
|
2022
Q1 | $923K | Buy |
35,766
+4
| +0% | +$103 | 0.22% | 111 |
|
|
2021
Q4 | $785K | Sell |
35,762
-2,687
| -7% | -$59K | 0.18% | 115 |
|
|
2021
Q3 | $832K | Buy |
38,449
+1,796
| +5% | +$38.9K | 0.21% | 110 |
|
|
2021
Q2 | $884K | Sell |
36,653
-1,988
| -5% | -$47.9K | 0.22% | 109 |
|
|
2021
Q1 | $851K | Sell |
38,641
-517
| -1% | -$11.4K | 0.21% | 109 |
|
|
2020
Q4 | $767K | Buy |
39,158
+5
| +0% | +$98 | 0.2% | 108 |
|
|
2020
Q3 | $618K | Sell |
39,153
-795
| -2% | -$12.5K | 0.18% | 111 |
|
|
2020
Q2 | $726K | Hold |
39,948
| – | – | 0.23% | 107 |
|
|
2020
Q1 | $571K | Sell |
39,948
-2,000
| -5% | -$28.6K | 0.23% | 105 |
|
|
2019
Q4 | $1.18M | Sell |
41,948
-2,300
| -5% | -$64.8K | 0.37% | 87 |
|
|
2019
Q3 | $1.27M | Hold |
44,248
| – | – | 0.42% | 79 |
|
|
2019
Q2 | $1.28M | Hold |
44,248
| – | – | 0.43% | 76 |
|
|
2019
Q1 | $1.29M | Hold |
44,248
| – | – | 0.44% | 77 |
|
|
2018
Q4 | $1.09M | Hold |
44,248
| – | – | 0.42% | 79 |
|
|
2018
Q3 | $1.27M | Sell |
44,248
-1,300
| -3% | -$37.3K | 0.43% | 80 |
|
|
2018
Q2 | $1.26M | Hold |
45,548
| – | – | 0.45% | 76 |
|
|
2018
Q1 | $1.12M | Hold |
45,548
| – | – | 0.56% | 55 |
|
|
2017
Q4 | $1.21M | Hold |
45,548
| – | – | 0.59% | 56 |
|
|
2017
Q3 | $1.19M | Buy |
45,548
+1,000
| +2% | +$26.1K | 0.6% | 55 |
|
|
2017
Q2 | $1.21M | Buy |
44,548
+1,900
| +4% | +$51.4K | 0.54% | 63 |
|
|
2017
Q1 | $1.18M | Hold |
42,648
| – | – | 0.71% | 51 |
|
|
2016
Q4 | $1.15M | Buy |
42,648
+538
| +1% | +$14.5K | 0.68% | 52 |
|
|
2016
Q3 | $1.16M | Hold |
42,110
| – | – | 0.71% | 49 |
|
|
2016
Q2 | $1.23M | Hold |
42,110
| – | – | 0.74% | 46 |
|
|
2016
Q1 | $1.04M | Buy |
42,110
+2,745
| +7% | +$67.5K | 0.64% | 52 |
|
|
2015
Q4 | $1.01M | Buy |
39,365
+730
| +2% | +$18.7K | 0.63% | 51 |
|
|
2015
Q3 | $962K | Sell |
38,635
-252
| -0.6% | -$6.28K | 0.64% | 54 |
|
|
2015
Q2 | $1.16M | Sell |
38,887
-898
| -2% | -$26.8K | 0.68% | 51 |
|
|
2015
Q1 | $1.31M | Buy |
39,785
+3,037
| +8% | +$100K | 0.81% | 46 |
|
|
2014
Q4 | $1.33M | Buy |
36,748
+992
| +3% | +$35.8K | 0.82% | 46 |
|
|
2014
Q3 | $1.44M | Buy |
35,756
+17,878
| +100% | +$720K | 0.86% | 47 |
|
|
2014
Q2 | $1.4M | Sell |
17,878
-300
| -2% | -$23.5K | 0.85% | 49 |
|
|
2014
Q1 | $1.26M | Sell |
18,178
-100
| -0.5% | -$6.93K | 0.82% | 48 |
|
|
2013
Q4 | $1.21M | Sell |
18,278
-500
| -3% | -$33.1K | 0.79% | 51 |
|
|
2013
Q3 | $1.15M | Hold |
18,778
| – | – | 0.79% | 50 |
|
|
2013
Q2 | $1.17M | Buy |
+18,778
| New | +$1.17M | 0.81% | 49 |
|