Laird Norton Wetherby Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
+11,069
| New | +$343K | 0.02% | 675 |
|
|
2024
Q4 | $452K | Sell |
14,421
-402
| -3% | -$12.6K | 0.02% | 564 |
|
|
2024
Q3 | $431K | Buy |
14,823
+1,000
| +7% | +$29.1K | 0.02% | 614 |
|
|
2024
Q2 | $401K | Buy |
13,823
+297
| +2% | +$8.61K | 0.02% | 606 |
|
|
2024
Q1 | $395K | Buy |
13,526
+100
| +0.7% | +$2.92K | 0.02% | 638 |
|
|
2023
Q4 | $354K | Sell |
13,426
-500
| -4% | -$13.2K | 0.02% | 661 |
|
|
2023
Q3 | $381K | Sell |
13,926
-1,942
| -12% | -$53.2K | 0.02% | 607 |
|
|
2023
Q2 | $418K | Sell |
15,868
-3,500
| -18% | -$92.2K | 0.02% | 605 |
|
|
2023
Q1 | $502K | Buy |
19,368
+1,592
| +9% | +$41.2K | 0.03% | 530 |
|
|
2022
Q4 | $429K | Sell |
17,776
-2,000
| -10% | -$48.2K | 0.03% | 567 |
|
|
2022
Q3 | $470K | Buy |
19,776
+3,812
| +24% | +$90.6K | 0.03% | 516 |
|
|
2022
Q2 | $389K | Buy |
15,964
+91
| +0.6% | +$2.22K | 0.03% | 581 |
|
|
2022
Q1 | $410K | Sell |
15,873
-2,500
| -14% | -$64.6K | 0.02% | 579 |
|
|
2021
Q4 | $404K | Sell |
18,373
-8,029
| -30% | -$177K | 0.02% | 595 |
|
|
2021
Q3 | $571K | Sell |
26,402
-2,900
| -10% | -$62.7K | 0.04% | 459 |
|
|
2021
Q2 | $707K | Buy |
29,302
+16,773
| +134% | +$405K | 0.04% | 391 |
|
|
2021
Q1 | $276K | Sell |
12,529
-17,055
| -58% | -$376K | 0.02% | 634 |
|
|
2020
Q4 | $579K | Buy |
29,584
+17,055
| +136% | +$334K | 0.04% | 421 |
|
|
2020
Q3 | $198K | Sell |
12,529
-1,939
| -13% | -$30.6K | 0.02% | 646 |
|
|
2020
Q2 | $263K | Buy |
+14,468
| New | +$263K | 0.02% | 563 |
|
|
2020
Q1 | – | Sell |
-8,339
| Closed | -$235K | – | 706 |
|
|
2019
Q4 | $235K | Buy |
8,339
+265
| +3% | +$7.47K | 0.02% | 613 |
|
|
2019
Q3 | $231K | Buy |
8,074
+138
| +2% | +$3.95K | 0.02% | 615 |
|
|
2019
Q2 | $229K | Sell |
7,936
-1,092
| -12% | -$31.5K | 0.03% | 612 |
|
|
2019
Q1 | $263K | Buy |
9,028
+112
| +1% | +$3.26K | 0.03% | 553 |
|
|
2018
Q4 | $219K | Sell |
8,916
-454
| -5% | -$11.2K | 0.03% | 561 |
|
|
2018
Q3 | $269K | Buy |
9,370
+1,223
| +15% | +$35.1K | 0.03% | 527 |
|
|
2018
Q2 | $225K | Buy |
+8,147
| New | +$225K | 0.03% | 568 |
|
|
2018
Q1 | – | Sell |
-8,627
| Closed | -$229K | – | 655 |
|
|
2017
Q4 | $229K | Buy |
8,627
+480
| +6% | +$12.7K | 0.03% | 550 |
|
|
2017
Q3 | $212K | Buy |
+8,147
| New | +$212K | 0.03% | 550 |
|