Journey Strategic Wealth’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 | $365K | Sell |
11,768
-5,438
| -32% | -$169K | 0.01% | 372 |
|
|
2025
Q1 | $587K | Sell |
17,206
-1,066
| -6% | -$36.4K | 0.02% | 201 |
|
|
2024
Q4 | $573K | Buy |
18,272
+334
| +2% | +$10.5K | 0.02% | 193 |
|
|
2024
Q3 | $522K | Buy |
17,938
+10,010
| +126% | +$291K | 0.02% | 209 |
|
|
2024
Q2 | $230K | Buy |
7,928
+1,000
| +14% | +$29K | 0.01% | 327 |
|
|
2024
Q1 | $202K | Sell |
6,928
-6,416
| -48% | -$187K | 0.01% | 287 |
|
|
2023
Q4 | $352K | Buy |
13,344
+2,500
| +23% | +$65.9K | 0.02% | 122 |
|
|
2023
Q3 | $297K | Hold |
10,844
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $286K | Buy |
10,844
+80
| +0.7% | +$2.11K | 0.01% | 126 |
|
|
2023
Q1 | $279K | Sell |
10,764
-485
| -4% | -$12.6K | 0.03% | 167 |
|
|
2022
Q4 | $271K | Buy |
11,249
+2,409
| +27% | +$58.1K | 0.03% | 156 |
|
|
2022
Q3 | $210K | Buy |
+8,840
| New | +$210K | 0.03% | 148 |
|