Kavar Capital Partners Group’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 | $253K | Hold |
8,144
| – | – | 0.04% | 173 |
|
2025
Q1 | $278K | Buy |
8,144
+1,644
| +25% | +$56.1K | 0.05% | 148 |
|
2024
Q4 | $204K | Buy |
+6,500
| New | +$204K | 0.03% | 172 |
|
2023
Q2 | – | Sell |
-15,275
| Closed | -$396K | – | 151 |
|
2023
Q1 | $396K | Hold |
15,275
| – | – | 0.09% | 116 |
|
2022
Q4 | $368K | Hold |
15,275
| – | – | 0.08% | 110 |
|
2022
Q3 | $363K | Hold |
15,275
| – | – | 0.09% | 109 |
|
2022
Q2 | $372K | Hold |
15,275
| – | – | 0.09% | 124 |
|
2022
Q1 | $394K | Hold |
15,275
| – | – | 0.09% | 121 |
|
2021
Q4 | $335K | Hold |
15,275
| – | – | 0.07% | 134 |
|
2021
Q3 | $331K | Buy |
15,275
+275
| +2% | +$5.96K | 0.08% | 143 |
|
2021
Q2 | $362K | Sell |
15,000
-300
| -2% | -$7.24K | 0.09% | 127 |
|
2021
Q1 | $337K | Buy |
15,300
+300
| +2% | +$6.61K | 0.09% | 117 |
|
2020
Q4 | $294K | Sell |
15,000
-600
| -4% | -$11.8K | 0.08% | 127 |
|
2020
Q3 | $246K | Buy |
15,600
+500
| +3% | +$7.89K | 0.08% | 126 |
|
2020
Q2 | $274K | Hold |
15,100
| – | – | 0.11% | 106 |
|
2020
Q1 | $216K | Sell |
15,100
-4,950
| -25% | -$70.8K | 0.1% | 107 |
|
2019
Q4 | $565K | Hold |
20,050
| – | – | 0.21% | 83 |
|
2019
Q3 | $573K | Hold |
20,050
| – | – | 0.22% | 81 |
|
2019
Q2 | $579K | Sell |
20,050
-250
| -1% | -$7.22K | 0.23% | 77 |
|
2019
Q1 | $591K | Buy |
+20,300
| New | +$591K | 0.26% | 76 |
|
2018
Q3 | – | Sell |
-4,220
| Closed | -$117K | – | 190 |
|
2018
Q2 | $117K | Sell |
4,220
-400
| -9% | -$11.1K | 0.06% | 136 |
|
2018
Q1 | $113K | Buy |
+4,620
| New | +$113K | 0.06% | 137 |
|
2017
Q4 | – | Sell |
-8,240
| Closed | -$215K | – | 109 |
|
2017
Q3 | $215K | Hold |
8,240
| – | – | 0.12% | 102 |
|
2017
Q2 | $223K | Hold |
8,240
| – | – | 0.12% | 102 |
|
2017
Q1 | $228K | Buy |
+8,240
| New | +$228K | 0.13% | 104 |
|
2016
Q1 | – | Sell |
-19,196
| Closed | -$491K | – | 175 |
|
2015
Q4 | $491K | Sell |
19,196
-500
| -3% | -$12.8K | 0.32% | 79 |
|
2015
Q3 | $490K | Sell |
19,696
-2,800
| -12% | -$69.7K | 0.35% | 79 |
|
2015
Q2 | $672K | Sell |
22,496
-600
| -3% | -$17.9K | 0.46% | 71 |
|
2015
Q1 | $761K | Sell |
23,096
-1,936
| -8% | -$63.8K | 0.65% | 58 |
|
2014
Q4 | $904K | Hold |
25,032
| – | – | 0.71% | 62 |
|
2014
Q3 | $1.01M | Hold |
25,032
| – | – | 0.86% | 51 |
|
2014
Q2 | $980K | Sell |
25,032
-400
| -2% | -$15.7K | 0.83% | 55 |
|
2014
Q1 | $881K | Hold |
25,432
| – | – | 0.73% | 58 |
|
2013
Q4 | $843K | Buy |
+25,432
| New | +$843K | 0.75% | 56 |
|