Kingsview 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 | $1.05M | Buy |
33,902
+862
| +3% | +$26.7K | 0.02% | 572 |
|
|
2025
Q1 | $1.13M | Sell |
33,040
-90
| -0.3% | -$3.07K | 0.02% | 516 |
|
|
2024
Q4 | $1.04M | Sell |
33,130
-206
| -0.6% | -$6.46K | 0.02% | 531 |
|
|
2024
Q3 | $970K | Buy |
33,336
+175
| +0.5% | +$5.09K | 0.02% | 539 |
|
|
2024
Q2 | $961K | Buy |
33,161
+249
| +0.8% | +$7.22K | 0.02% | 521 |
|
|
2024
Q1 | $960K | Sell |
32,912
-5,056
| -13% | -$148K | 0.02% | 509 |
|
|
2023
Q4 | $1M | Sell |
37,968
-582
| -2% | -$15.3K | 0.03% | 473 |
|
|
2023
Q3 | $1.06M | Buy |
38,550
+3,075
| +9% | +$84.2K | 0.04% | 415 |
|
|
2023
Q2 | $935K | Sell |
35,475
-530
| -1% | -$14K | 0.04% | 429 |
|
|
2023
Q1 | $933K | Buy |
36,005
+3,233
| +10% | +$83.7K | 0.04% | 424 |
|
|
2022
Q4 | $790K | Sell |
32,772
-4,378
| -12% | -$106K | 0.03% | 396 |
|
|
2022
Q3 | $883K | Buy |
37,150
+6,419
| +21% | +$153K | 0.04% | 352 |
|
|
2022
Q2 | $749K | Buy |
30,731
+7,536
| +32% | +$184K | 0.04% | 442 |
|
|
2022
Q1 | $599K | Buy |
23,195
+395
| +2% | +$10.2K | 0.03% | 532 |
|
|
2021
Q4 | $501K | Sell |
22,800
-748
| -3% | -$16.4K | 0.02% | 570 |
|
|
2021
Q3 | $510K | Buy |
23,548
+1,855
| +9% | +$40.2K | 0.02% | 539 |
|
|
2021
Q2 | $531K | Sell |
21,693
-1,700
| -7% | -$41.6K | 0.03% | 543 |
|
|
2021
Q1 | $521K | Buy |
23,393
+3,608
| +18% | +$80.4K | 0.03% | 498 |
|
|
2020
Q4 | $388K | Sell |
19,785
-3,275
| -14% | -$64.2K | 0.03% | 502 |
|
|
2020
Q3 | $364K | Sell |
23,060
-2,119
| -8% | -$33.4K | 0.03% | 437 |
|
|
2020
Q2 | $458K | Sell |
25,179
-227
| -0.9% | -$4.13K | 0.05% | 346 |
|
|
2020
Q1 | $363K | Buy |
25,406
+6,769
| +36% | +$96.7K | 0.05% | 308 |
|
|
2019
Q4 | $525K | Buy |
18,637
+3,262
| +21% | +$91.9K | 0.07% | 273 |
|
|
2019
Q3 | $439K | Buy |
15,375
+3,016
| +24% | +$86.1K | 0.07% | 281 |
|
|
2019
Q2 | $357K | Buy |
12,359
+1,940
| +19% | +$56K | 0.06% | 296 |
|
|
2019
Q1 | $303K | Buy |
+10,419
| New | +$303K | 0.05% | 356 |
|