Icon 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 | $16.9M | Buy |
544,263
+80,592
| +17% | +$2.5M | 1.2% | 22 |
|
|
2025
Q1 | $15.8M | Sell |
463,671
-39,677
| -8% | -$1.35M | 1.3% | 16 |
|
|
2024
Q4 | $15.8M | Sell |
503,348
-76,451
| -13% | -$2.4M | 1.3% | 18 |
|
|
2024
Q3 | $16.9M | Sell |
579,799
-5,918
| -1% | -$172K | 1.4% | 16 |
|
|
2024
Q2 | $16.9M | Buy |
585,717
+40,796
| +7% | +$1.18M | 1.5% | 13 |
|
|
2024
Q1 | $15.9M | Buy |
544,921
+103,810
| +24% | +$3.03M | 1.48% | 14 |
|
|
2023
Q4 | $11.6M | Buy |
+441,111
| New | +$11.6M | 1.21% | 17 |
|
|
2022
Q4 | $10.5M | Sell |
437,060
-29,046
| -6% | -$701K | 1.21% | 14 |
|
|
2022
Q3 | $11.1M | Buy |
+466,106
| New | +$11.1M | 1.35% | 14 |
|