Insigneo Advisory Services’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
$379K Sell
12,214
-384
-3% -$11.9K 0.03% 399
2025
Q1
$430K Sell
12,598
-1,462
-10% -$49.9K 0.04% 337
2024
Q4
$441K Sell
14,060
-2,052
-13% -$64.4K 0.05% 323
2024
Q3
$469K Buy
16,112
+1,465
+10% +$42.6K 0.05% 329
2024
Q2
$408K Buy
14,647
+2,465
+20% +$68.7K 0.05% 333
2024
Q1
$355K Buy
12,182
+865
+8% +$25.2K 0.04% 343
2023
Q4
$298K Buy
+11,317
New +$298K 0.04% 330