Loring Wolcott & Coolidge Fiduciary Advisors’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 | $92.8K | Hold |
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|
2025
Q2 | $93K | Hold |
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|
2025
Q1 | $92.1K | Buy |
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|
2024
Q4 | $83.6K | Hold |
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|
2024
Q3 | $72.6K | Hold |
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|
2024
Q2 | $74K | Hold |
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|
2024
Q1 | $72.5K | Hold |
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|
2023
Q4 | $66.9K | Hold |
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|
2023
Q3 | $65.9K | Sell |
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|
2023
Q2 | $67.6K | Hold |
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|
2023
Q1 | $66.5K | Buy |
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|
2022
Q4 | $60.3K | Hold |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $80K | Sell |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $96K | Sell |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $113K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $105K | Hold |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $196K | Hold |
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|
2019
Q3 | $199K | Hold |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $123K | Hold |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $138K | Hold |
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|
2018
Q1 | $122K | Hold |
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|
2017
Q4 | $133K | Sell |
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|
2017
Q3 | $163K | Buy |
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|
2017
Q2 | $136K | Hold |
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|
2017
Q1 | $138K | Hold |
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|
2016
Q4 | $135K | Hold |
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|
2016
Q3 | $138K | Hold |
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|
2016
Q2 | $146K | Hold |
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|
2016
Q1 | $123K | Hold |
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|
2015
Q4 | $128K | Buy |
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|
2015
Q3 | $136K | Hold |
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|
2015
Q2 | $136K | Sell |
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|
2015
Q1 | $151K | Sell |
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|
2014
Q4 | $193K | Buy |
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|
2014
Q3 | $189K | Sell |
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|
2014
Q2 | $186K | Buy |
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|
2014
Q1 | $108K | Hold |
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|
2013
Q4 | $103K | Sell |
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|
2013
Q3 | $98K | Hold |
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|
2013
Q2 | $99K | Buy |
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