Kovitz Investment Group Partners’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 | $5.42M | Buy |
174,633
+40,638
| +30% | +$1.26M | 0.02% | 437 |
|
|
2025
Q1 | $4.57M | Sell |
133,995
-29,087
| -18% | -$993K | 0.02% | 420 |
|
|
2024
Q4 | $5.11M | Buy |
163,082
+3,871
| +2% | +$121K | 0.03% | 394 |
|
|
2024
Q3 | $4.63M | Buy |
159,211
+9,043
| +6% | +$263K | 0.03% | 352 |
|
|
2024
Q2 | $4.35M | Buy |
150,168
+136,885
| +1,031% | +$3.97M | 0.04% | 307 |
|
|
2024
Q1 | $388K | Sell |
13,283
-108,293
| -89% | -$3.16M | ﹤0.01% | 544 |
|
|
2023
Q4 | $3.2M | Buy |
121,576
+4,359
| +4% | +$115K | 0.05% | 198 |
|
|
2023
Q3 | $3.21M | Buy |
117,217
+53
| +0% | +$1.45K | 0.06% | 188 |
|
|
2023
Q2 | $3.09M | Buy |
+117,164
| New | +$3.09M | 0.05% | 202 |
|
|
2020
Q3 | – | Sell |
-10,952
| Closed | -$199K | – | 392 |
|
|
2020
Q2 | $199K | Buy |
+10,952
| New | +$199K | 0.01% | 361 |
|