Heirloom Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $557K | Hold |
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|
2024
Q4 | $512K | Hold |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $429K | Buy |
|