Institute for Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $255K | Buy |
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|
2025
Q1 | $280K | Buy |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $465K | Buy |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $446K | Sell |
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|
2018
Q2 | $464K | Sell |
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|
2018
Q1 | $465K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $496K | Buy |
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|
2017
Q2 | $491K | Buy |
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