HB Wealth Management’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 | $3.67M | Sell |
118,482
-24,432
| -17% | -$758K | 0.03% | 259 |
|
|
2025
Q1 | $4.88M | Buy |
142,914
+28,393
| +25% | +$969K | 0.04% | 231 |
|
|
2024
Q4 | $3.59M | Sell |
114,521
-4,708
| -4% | -$148K | 0.04% | 201 |
|
|
2024
Q3 | $3.47M | Buy |
119,229
+5,196
| +5% | +$151K | 0.04% | 200 |
|
|
2024
Q2 | $3.3M | Buy |
114,033
+8,972
| +9% | +$260K | 0.04% | 191 |
|
|
2024
Q1 | $3.07M | Sell |
105,061
-4,427
| -4% | -$129K | 0.04% | 191 |
|
|
2023
Q4 | $2.89M | Buy |
109,488
+4,095
| +4% | +$108K | 0.04% | 182 |
|
|
2023
Q3 | $2.88M | Sell |
105,393
-1,807
| -2% | -$49.5K | 0.05% | 167 |
|
|
2023
Q2 | $2.82M | Buy |
107,200
+1,959
| +2% | +$51.6K | 0.05% | 168 |
|
|
2023
Q1 | $2.73M | Buy |
105,241
+2,426
| +2% | +$62.8K | 0.05% | 166 |
|
|
2022
Q4 | $2.48M | Buy |
102,815
+4,471
| +5% | +$108K | 0.05% | 176 |
|
|
2022
Q3 | $2.34M | Buy |
98,344
+7,215
| +8% | +$172K | 0.05% | 163 |
|
|
2022
Q2 | $2.22M | Sell |
91,129
-4,301
| -5% | -$105K | 0.05% | 163 |
|
|
2022
Q1 | $2.46M | Buy |
95,430
+5,950
| +7% | +$154K | 0.05% | 161 |
|
|
2021
Q4 | $1.97M | Buy |
+89,480
| New | +$1.97M | 0.04% | 163 |
|