HAIM
Hunter Associates Investment Management’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Sell |
6,753
-1,000
| -13% | -$30.9K | 0.03% | 241 |
|
2025
Q1 | $264K | Hold |
7,753
| – | – | 0.04% | 218 |
|
2024
Q4 | $244K | Sell |
7,753
-53
| -0.7% | -$1.67K | 0.04% | 228 |
|
2024
Q3 | $228K | Buy |
+7,806
| New | +$228K | 0.04% | 236 |
|
2020
Q1 | – | Sell |
-31,290
| Closed | -$881K | – | 159 |
|
2019
Q4 | $881K | Sell |
31,290
-1,400
| -4% | -$39.4K | 0.27% | 73 |
|
2019
Q3 | $934K | Sell |
32,690
-300
| -0.9% | -$8.57K | 0.32% | 65 |
|
2019
Q2 | $952K | Buy |
32,990
+8,300
| +34% | +$240K | 0.33% | 64 |
|
2019
Q1 | $718K | Buy |
24,690
+4,000
| +19% | +$116K | 0.25% | 80 |
|
2018
Q4 | $509K | Buy |
20,690
+2,850
| +16% | +$70.1K | 0.21% | 88 |
|
2018
Q3 | $513K | Buy |
17,840
+1,200
| +7% | +$34.5K | 0.18% | 104 |
|
2018
Q2 | $460K | Buy |
16,640
+6,000
| +56% | +$166K | 0.17% | 108 |
|
2018
Q1 | $260K | Buy |
10,640
+940
| +10% | +$23K | 0.1% | 139 |
|
2017
Q4 | $257K | Sell |
9,700
-75,152
| -89% | -$1.99M | 0.09% | 141 |
|
2017
Q3 | $2.21M | Sell |
84,852
-3,400
| -4% | -$88.6K | 0.86% | 36 |
|
2017
Q2 | $2.39M | Buy |
88,252
+300
| +0.3% | +$8.12K | 0.97% | 31 |
|
2017
Q1 | $2.43M | Sell |
87,952
-3,800
| -4% | -$105K | 1.02% | 30 |
|
2016
Q4 | $2.48M | Sell |
91,752
-4,600
| -5% | -$124K | 1.06% | 29 |
|
2016
Q3 | $2.66M | Sell |
96,352
-3,600
| -4% | -$99.5K | 1.14% | 29 |
|
2016
Q2 | $2.93M | Sell |
99,952
-1,000
| -1% | -$29.3K | 1.27% | 26 |
|
2016
Q1 | $2.49M | Buy |
100,952
+1,200
| +1% | +$29.5K | 1.13% | 27 |
|
2015
Q4 | $2.55M | Sell |
99,752
-2,333
| -2% | -$59.7K | 1.12% | 26 |
|
2015
Q3 | $2.54M | Sell |
102,085
-1,295
| -1% | -$32.2K | 1.19% | 26 |
|
2015
Q2 | $3.09M | Sell |
103,380
-780
| -0.7% | -$23.3K | 1.29% | 25 |
|
2015
Q1 | $3.43M | Buy |
104,160
+1,000
| +1% | +$32.9K | 1.35% | 22 |
|
2014
Q4 | $3.73M | Sell |
103,160
-2,400
| -2% | -$86.7K | 1.43% | 22 |
|
2014
Q3 | $4.25M | Buy |
105,560
+52,780
| +100% | +$2.13M | 1.66% | 17 |
|
2014
Q2 | $4.13M | Buy |
52,780
+400
| +0.8% | +$31.3K | 1.62% | 17 |
|
2014
Q1 | $3.63M | Sell |
52,380
-10,650
| -17% | -$739K | 1.43% | 17 |
|
2013
Q4 | $4.18M | Sell |
63,030
-500
| -0.8% | -$33.2K | 1.61% | 17 |
|
2013
Q3 | $3.88M | Sell |
63,530
-1,918
| -3% | -$117K | 1.62% | 14 |
|
2013
Q2 | $4.07M | Buy |
+65,448
| New | +$4.07M | 1.51% | 16 |
|