Laurel Wealth Advisors (North Carolina)’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3.2M | Buy |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $93.3K | Buy |
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|
2024
Q2 | $77.8K | Hold |
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|
2024
Q1 | $78.3K | Hold |
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|
2023
Q4 | $70.8K | Hold |
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|
2023
Q3 | $73.5K | Hold |
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|
2023
Q2 | $70.8K | Hold |
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|
2023
Q1 | $69.5K | Hold |
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|
2022
Q4 | $64.8K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $432K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $45K | Sell |
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|
2020
Q2 | $58K | Sell |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $86K | Hold |
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|
2018
Q4 | $73K | Buy |
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