Levy Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.25M | Buy |
43,025
+122
| +0.3% | +$3.54K | 0.32% | 39 |
|
|
2024
Q1 | $1.13M | Hold |
42,903
| – | – | 0.32% | 37 |
|
|
2023
Q4 | $1.13M | Sell |
42,903
-714
| -2% | -$18.8K | 0.32% | 37 |
|
|
2023
Q3 | $1.19M | Buy |
43,617
+59
| +0.1% | +$1.62K | 0.37% | 37 |
|
|
2023
Q2 | $1.15M | Buy |
43,558
+58
| +0.1% | +$1.53K | 0.34% | 36 |
|
|
2023
Q1 | $1.13M | Buy |
43,500
+55
| +0.1% | +$1.43K | 0.35% | 36 |
|
|
2022
Q4 | $1.05M | Buy |
43,445
+57
| +0.1% | +$1.38K | 0.35% | 34 |
|
|
2022
Q3 | $1.03M | Buy |
43,388
+51
| +0.1% | +$1.21K | 0.44% | 29 |
|
|
2022
Q2 | $1.06M | Buy |
43,337
+51
| +0.1% | +$1.24K | 0.48% | 27 |
|
|
2022
Q1 | $1.12M | Buy |
43,286
+53
| +0.1% | +$1.37K | 0.46% | 27 |
|
|
2021
Q4 | $949K | Sell |
43,233
-1,246
| -3% | -$27.4K | 0.43% | 29 |
|
|
2021
Q3 | $963K | Buy |
44,479
+53
| +0.1% | +$1.15K | 0.53% | 27 |
|
|
2021
Q2 | $1.07M | Sell |
44,426
-10,674
| -19% | -$258K | 0.62% | 25 |
|
|
2021
Q1 | $1.21M | Sell |
55,100
-2,404
| -4% | -$52.9K | 0.8% | 21 |
|
|
2020
Q4 | $1.13M | Buy |
+57,504
| New | +$1.13M | 0.8% | 19 |
|