J.P. Marvel Investment 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 | $628K | Hold |
20,247
| – | – | 0.1% | 58 |
|
|
2025
Q1 | $691K | Hold |
20,247
| – | – | 0.12% | 60 |
|
|
2024
Q4 | $635K | Hold |
20,247
| – | – | 0.1% | 60 |
|
|
2024
Q3 | $589K | Hold |
20,247
| – | – | 0.1% | 67 |
|
|
2024
Q2 | $587K | Hold |
20,247
| – | – | 0.1% | 66 |
|
|
2024
Q1 | $591K | Hold |
20,247
| – | – | 0.1% | 66 |
|
|
2023
Q4 | $534K | Hold |
20,247
| – | – | 0.11% | 64 |
|
|
2023
Q3 | $554K | Sell |
20,247
-120
| -0.6% | -$3.28K | 0.12% | 63 |
|
|
2023
Q2 | $537K | Sell |
20,367
-55
| -0.3% | -$1.45K | 0.11% | 64 |
|
|
2023
Q1 | $529K | Sell |
20,422
-75
| -0.4% | -$1.94K | 0.12% | 65 |
|
|
2022
Q4 | $494K | Sell |
20,497
-300
| -1% | -$7.24K | 0.12% | 63 |
|
|
2022
Q3 | $495K | Hold |
20,797
| – | – | 0.13% | 63 |
|
|
2022
Q2 | $507K | Buy |
20,797
+4,000
| +24% | +$97.5K | 0.12% | 64 |
|
|
2022
Q1 | $434K | Hold |
16,797
| – | – | 0.09% | 64 |
|
|
2021
Q4 | $369K | Sell |
16,797
-120
| -0.7% | -$2.64K | 0.07% | 64 |
|
|
2021
Q3 | $366K | Hold |
16,917
| – | – | 0.11% | 51 |
|
|
2021
Q2 | $408K | Hold |
16,917
| – | – | 0.09% | 65 |
|
|
2021
Q1 | $373K | Hold |
16,917
| – | – | 0.09% | 66 |
|
|
2020
Q4 | $331K | Hold |
16,917
| – | – | 0.09% | 63 |
|
|
2020
Q3 | $267K | Hold |
16,917
| – | – | 0.08% | 65 |
|
|
2020
Q2 | $307K | Hold |
16,917
| – | – | 0.1% | 60 |
|
|
2020
Q1 | $242K | Sell |
16,917
-80
| -0.5% | -$1.14K | 0.09% | 61 |
|
|
2019
Q4 | $479K | Hold |
16,997
| – | – | 0.14% | 61 |
|
|
2019
Q3 | $486K | Buy |
+16,997
| New | +$486K | 0.16% | 63 |
|
|
2019
Q1 | $459K | Hold |
15,757
| – | – | 0.15% | 63 |
|
|
2018
Q4 | $387K | Buy |
+15,757
| New | +$387K | 0.14% | 64 |
|
|
2018
Q2 | $436K | Hold |
15,757
| – | – | 0.13% | 70 |
|
|
2018
Q1 | $386K | Buy |
15,757
+453
| +3% | +$11.1K | 0.12% | 68 |
|
|
2017
Q4 | $406K | Hold |
15,304
| – | – | 0.12% | 70 |
|
|
2017
Q3 | $399K | Hold |
15,304
| – | – | 0.13% | 71 |
|
|
2017
Q2 | $414K | Hold |
15,304
| – | – | 0.14% | 69 |
|
|
2017
Q1 | $423K | Hold |
15,304
| – | – | 0.14% | 70 |
|
|
2016
Q4 | $414K | Hold |
15,304
| – | – | 0.14% | 70 |
|
|
2016
Q3 | $423K | Hold |
15,304
| – | – | 0.15% | 71 |
|
|
2016
Q2 | $448K | Hold |
15,304
| – | – | 0.16% | 68 |
|
|
2016
Q1 | $377K | Hold |
15,304
| – | – | 0.14% | 69 |
|
|
2015
Q4 | $391K | Buy |
+15,304
| New | +$391K | 0.14% | 70 |
|
|
2015
Q2 | $464K | Sell |
15,524
-3,420
| -18% | -$102K | 0.16% | 71 |
|
|
2015
Q1 | $624K | Buy |
18,944
+80
| +0.4% | +$2.64K | 0.21% | 66 |
|
|
2014
Q4 | $681K | Hold |
18,864
| – | – | 0.24% | 64 |
|
|
2014
Q3 | $760K | Sell |
18,864
-800
| -4% | -$32.2K | 0.28% | 64 |
|
|
2014
Q2 | $770K | Sell |
19,664
-2,000
| -9% | -$78.3K | 0.26% | 64 |
|
|
2014
Q1 | $751K | Hold |
21,664
| – | – | 0.26% | 62 |
|
|
2013
Q4 | $718K | Hold |
21,664
| – | – | 0.26% | 61 |
|
|
2013
Q3 | $661K | Buy |
21,664
+540
| +3% | +$16.5K | 0.26% | 64 |
|
|
2013
Q2 | $656K | Buy |
+21,124
| New | +$656K | 0.27% | 59 |
|