Jeppson 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 | $470K | Buy |
15,160
+1,580
| +12% | +$49K | 0.16% | 126 |
|
|
2025
Q1 | $464K | Buy |
13,580
+669
| +5% | +$22.8K | 0.17% | 122 |
|
|
2024
Q4 | $405K | Sell |
12,911
-150
| -1% | -$4.7K | 0.15% | 133 |
|
|
2024
Q3 | $380K | Sell |
13,061
-40
| -0.3% | -$1.16K | 0.14% | 143 |
|
|
2024
Q2 | $380K | Buy |
13,101
+200
| +2% | +$5.8K | 0.14% | 136 |
|
|
2024
Q1 | $376K | Buy |
12,901
+50
| +0.4% | +$1.46K | 0.15% | 142 |
|
|
2023
Q4 | $339K | Sell |
12,851
-1,801
| -12% | -$47.5K | 0.14% | 148 |
|
|
2023
Q3 | $401K | Buy |
14,652
+2,075
| +16% | +$56.8K | 0.18% | 121 |
|
|
2023
Q2 | $331K | Buy |
12,577
+2,070
| +20% | +$54.5K | 0.14% | 143 |
|
|
2023
Q1 | $272K | Sell |
10,507
-153
| -1% | -$3.96K | 0.12% | 157 |
|
|
2022
Q4 | $257K | Sell |
10,660
-1,105
| -9% | -$26.7K | 0.11% | 166 |
|
|
2022
Q3 | $280K | Buy |
11,765
+800
| +7% | +$19K | 0.13% | 148 |
|
|
2022
Q2 | $267K | Buy |
+10,965
| New | +$267K | 0.11% | 149 |
|
|
2020
Q4 | – | Sell |
-2,125
| Closed | -$34K | – | 226 |
|
|
2020
Q3 | $34K | Buy |
+2,125
| New | +$34K | 0.03% | 261 |
|