Heirloom 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 | $506K | Hold |
16,319
| – | – | 0.13% | 31 |
|
|
2025
Q1 | $557K | Hold |
16,319
| – | – | 0.16% | 28 |
|
|
2024
Q4 | $512K | Hold |
16,319
| – | – | 0.15% | 32 |
|
|
2024
Q3 | $475K | Hold |
16,319
| – | – | 0.15% | 29 |
|
|
2024
Q2 | $473K | Hold |
16,319
| – | – | 0.15% | 29 |
|
|
2024
Q1 | $476K | Hold |
16,319
| – | – | 0.16% | 34 |
|
|
2023
Q4 | $430K | Hold |
16,319
| – | – | 0.17% | 39 |
|
|
2023
Q3 | $447K | Sell |
16,319
-43
| -0.3% | -$1.18K | 0.2% | 37 |
|
|
2023
Q2 | $431K | Buy |
16,362
+43
| +0.3% | +$1.13K | 0.19% | 40 |
|
|
2023
Q1 | $423K | Hold |
16,319
| – | – | 0.2% | 41 |
|
|
2022
Q4 | $394K | Buy |
+16,319
| New | +$394K | 0.25% | 40 |
|
|
2022
Q2 | $426K | Sell |
16,319
-585
| -3% | -$15.3K | 0.35% | 27 |
|
|
2022
Q1 | $441K | Sell |
16,904
-1,228
| -7% | -$32K | 0.31% | 25 |
|
|
2021
Q4 | $429K | Buy |
+18,132
| New | +$429K | 0.37% | 25 |
|