Holistic Planning’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 | $333K | Buy |
10,752
+188
| +2% | +$5.83K | 0.1% | 161 |
|
|
2025
Q1 | $361K | Buy |
10,564
+1,841
| +21% | +$62.9K | 0.12% | 121 |
|
|
2024
Q4 | $274K | Hold |
8,723
| – | – | 0.1% | 141 |
|
|
2024
Q3 | $254K | Buy |
8,723
+628
| +8% | +$18.3K | 0.11% | 134 |
|
|
2024
Q2 | $236K | Hold |
8,095
| – | – | 0.18% | 103 |
|
|
2024
Q1 | $236K | Sell |
8,095
-484
| -6% | -$14.1K | 0.18% | 103 |
|
|
2023
Q4 | $226K | Buy |
+8,579
| New | +$226K | 0.19% | 110 |
|