Heritage Wealth Advisors’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 | $11.3M | Buy |
363,325
+57
| +0% | +$1.77K | 0.54% | 32 |
|
|
2025
Q1 | $12.4M | Sell |
363,268
-8,596
| -2% | -$293K | 0.63% | 31 |
|
|
2024
Q4 | $11.7M | Buy |
371,864
+1,532
| +0.4% | +$48K | 0.58% | 32 |
|
|
2024
Q3 | $10.8M | Sell |
370,332
-1,825
| -0.5% | -$53.1K | 0.51% | 33 |
|
|
2024
Q2 | $10.8M | Sell |
372,157
-1,059
| -0.3% | -$30.7K | 0.49% | 35 |
|
|
2024
Q1 | $10.9M | Buy |
373,216
+25,939
| +7% | +$757K | 0.5% | 35 |
|
|
2023
Q4 | $9.15M | Sell |
347,277
-2,780
| -0.8% | -$73.3K | 0.46% | 35 |
|
|
2023
Q3 | $9.58M | Sell |
350,057
-77
| -0% | -$2.11K | 0.52% | 33 |
|
|
2023
Q2 | $9.23M | Sell |
350,134
-263
| -0.1% | -$6.93K | 0.49% | 33 |
|
|
2023
Q1 | $9.08M | Buy |
350,397
+43,776
| +14% | +$1.13M | 0.51% | 33 |
|
|
2022
Q4 | $7.4M | Buy |
306,621
+18,034
| +6% | +$435K | 0.43% | 35 |
|
|
2022
Q3 | $6.86M | Buy |
288,587
+32,303
| +13% | +$768K | 0.5% | 33 |
|
|
2022
Q2 | $6.25M | Buy |
256,284
+7,547
| +3% | +$184K | 0.43% | 34 |
|
|
2022
Q1 | $6.42M | Buy |
248,737
+41,583
| +20% | +$1.07M | 0.36% | 35 |
|
|
2021
Q4 | $4.55M | Sell |
207,154
-4,316
| -2% | -$94.8K | 0.25% | 41 |
|
|
2021
Q3 | $4.58M | Sell |
211,470
-2,500
| -1% | -$54.1K | 0.28% | 40 |
|
|
2021
Q2 | $5.16M | Sell |
213,970
-1,995
| -0.9% | -$48.1K | 0.32% | 39 |
|
|
2021
Q1 | $4.76M | Sell |
215,965
-935
| -0.4% | -$20.6K | 0.29% | 40 |
|
|
2020
Q4 | $4.25M | Buy |
216,900
+20,077
| +10% | +$393K | 0.27% | 41 |
|
|
2020
Q3 | $3.11M | Buy |
+196,823
| New | +$3.11M | 0.4% | 37 |
|
|
2020
Q1 | – | Sell |
-51,287
| Closed | -$1.44M | – | 481 |
|
|
2019
Q4 | $1.44M | Buy |
51,287
+4,785
| +10% | +$135K | 0.19% | 53 |
|
|
2019
Q3 | $1.33M | Buy |
46,502
+241
| +0.5% | +$6.89K | 0.2% | 53 |
|
|
2019
Q2 | $1.34M | Buy |
46,261
+362
| +0.8% | +$10.5K | 0.2% | 50 |
|
|
2019
Q1 | $1.34M | Sell |
45,899
-30,754
| -40% | -$895K | 0.22% | 43 |
|
|
2018
Q4 | $1.88M | Buy |
76,653
+858
| +1% | +$21.1K | 0.37% | 35 |
|
|
2018
Q3 | $2.18M | Buy |
75,795
+10,605
| +16% | +$305K | 0.43% | 32 |
|
|
2018
Q2 | $1.81M | Sell |
65,190
-380
| -0.6% | -$10.5K | 0.68% | 30 |
|
|
2018
Q1 | $1.6M | Sell |
65,570
-1,081
| -2% | -$26.4K | 0.67% | 30 |
|
|
2017
Q4 | $1.77M | Sell |
66,651
-2,449
| -4% | -$64.9K | 0.76% | 26 |
|
|
2017
Q3 | $1.8M | Sell |
69,100
-214
| -0.3% | -$5.58K | 0.91% | 22 |
|
|
2017
Q2 | $1.87M | Buy |
69,314
+839
| +1% | +$22.7K | 0.97% | 19 |
|
|
2017
Q1 | $1.89M | Buy |
+68,475
| New | +$1.89M | 1.02% | 21 |
|
|
2015
Q3 | – | Sell |
-49,723
| Closed | -$1.49M | – | 75 |
|
|
2015
Q2 | $1.49M | Buy |
49,723
+1,652
| +3% | +$49.4K | 1.23% | 11 |
|
|
2015
Q1 | $1.58M | Buy |
48,071
+3,800
| +9% | +$125K | 1.31% | 11 |
|
|
2014
Q4 | $1.6M | Buy |
44,271
+2,045
| +5% | +$73.9K | 1.43% | 11 |
|
|
2014
Q3 | $1.7M | Buy |
42,226
+946
| +2% | +$38.1K | 1.77% | 11 |
|
|
2014
Q2 | $1.62M | Buy |
41,280
+254
| +0.6% | +$9.95K | 1.73% | 11 |
|
|
2014
Q1 | $1.42M | Buy |
41,026
+4,490
| +12% | +$155K | 1.64% | 11 |
|
|
2013
Q4 | $1.21M | Buy |
+36,536
| New | +$1.21M | 1.53% | 11 |
|