IHT 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 | $2.13M | Buy |
68,710
+6,765
| +11% | +$210K | 0.06% | 305 |
|
|
2025
Q1 | $2.11M | Buy |
61,945
+1,452
| +2% | +$49.6K | 0.07% | 282 |
|
|
2024
Q4 | $1.9M | Sell |
60,493
-10,842
| -15% | -$340K | 0.06% | 290 |
|
|
2024
Q3 | $2.08M | Buy |
71,335
+10,350
| +17% | +$302K | 0.06% | 309 |
|
|
2024
Q2 | $1.77M | Sell |
60,985
-222
| -0.4% | -$6.43K | 0.07% | 279 |
|
|
2024
Q1 | $1.79M | Buy |
61,207
+8,901
| +17% | +$260K | 0.07% | 281 |
|
|
2023
Q4 | $1.38M | Buy |
52,306
+1,541
| +3% | +$40.6K | 0.06% | 306 |
|
|
2023
Q3 | $1.39M | Buy |
50,765
+5,924
| +13% | +$162K | 0.07% | 272 |
|
|
2023
Q2 | $1.18M | Buy |
44,841
+5,187
| +13% | +$137K | 0.06% | 302 |
|
|
2023
Q1 | $1.03M | Buy |
39,654
+624
| +2% | +$16.2K | 0.06% | 302 |
|
|
2022
Q4 | $941K | Buy |
39,030
+6,179
| +19% | +$149K | 0.06% | 310 |
|
|
2022
Q3 | $781K | Buy |
32,851
+7,778
| +31% | +$185K | 0.06% | 337 |
|
|
2022
Q2 | $611K | Buy |
25,073
+425
| +2% | +$10.4K | 0.05% | 337 |
|
|
2022
Q1 | $636K | Buy |
24,648
+1,726
| +8% | +$44.5K | 0.05% | 350 |
|
|
2021
Q4 | $503K | Sell |
22,922
-812
| -3% | -$17.8K | 0.04% | 437 |
|
|
2021
Q3 | $514K | Sell |
23,734
-13,539
| -36% | -$293K | 0.04% | 422 |
|
|
2021
Q2 | $899K | Buy |
37,273
+2,216
| +6% | +$53.4K | 0.06% | 347 |
|
|
2021
Q1 | $772K | Sell |
35,057
-1,284
| -4% | -$28.3K | 0.06% | 333 |
|
|
2020
Q4 | $712K | Buy |
36,341
+2,197
| +6% | +$43K | 0.06% | 311 |
|
|
2020
Q3 | $539K | Buy |
34,144
+12,745
| +60% | +$201K | 0.05% | 333 |
|
|
2020
Q2 | $389K | Sell |
21,399
-11,328
| -35% | -$206K | 0.05% | 344 |
|
|
2020
Q1 | $468K | Sell |
32,727
-1,122
| -3% | -$16K | 0.07% | 299 |
|
|
2019
Q4 | $953K | Buy |
33,849
+21,084
| +165% | +$594K | 0.11% | 204 |
|
|
2019
Q3 | $362K | Sell |
12,765
-22,106
| -63% | -$627K | 0.05% | 383 |
|
|
2019
Q2 | $1.01M | Buy |
34,871
+2,218
| +7% | +$64K | 0.15% | 154 |
|
|
2019
Q1 | $950K | Buy |
32,653
+21,635
| +196% | +$629K | 0.16% | 156 |
|
|
2018
Q4 | $271K | Sell |
11,018
-15,847
| -59% | -$390K | 0.05% | 351 |
|
|
2018
Q3 | $772K | Buy |
26,865
+54
| +0.2% | +$1.55K | 0.17% | 155 |
|
|
2018
Q2 | $742K | Sell |
26,811
-4,336
| -14% | -$120K | 0.19% | 145 |
|
|
2018
Q1 | $763K | Sell |
31,147
-3,331
| -10% | -$81.6K | 0.2% | 132 |
|
|
2017
Q4 | $957K | Buy |
34,478
+13,646
| +66% | +$379K | 0.25% | 106 |
|
|
2017
Q3 | $550K | Buy |
20,832
+4,341
| +26% | +$115K | 0.23% | 105 |
|
|
2017
Q2 | $425 | Buy |
16,491
+3,999
| +32% | +$103 | 0.21% | 120 |
|
|
2017
Q1 | $344K | Buy |
+12,492
| New | +$344K | 0.23% | 110 |
|