LIM
Loudon Investment Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Sell |
217,371
-1,600
| -0.7% | -$49.6K | 3.73% | 3 |
|
|
2025
Q1 | $7.48M | Buy |
218,971
+8,855
| +4% | +$302K | 4.27% | 2 |
|
|
2024
Q4 | $6.59M | Hold |
210,116
| – | – | 3.75% | 3 |
|
|
2024
Q3 | $6.12M | Sell |
210,116
-1,525
| -0.7% | -$44.4K | 3.35% | 4 |
|
|
2024
Q2 | $6.13M | Hold |
211,641
| – | – | 3.61% | 4 |
|
|
2024
Q1 | $6.18M | Hold |
211,641
| – | – | 3.55% | 5 |
|
|
2023
Q4 | $5.58M | Sell |
211,641
-885
| -0.4% | -$23.3K | 3.45% | 4 |
|
|
2023
Q3 | $5.82M | Sell |
212,526
-700
| -0.3% | -$19.2K | 4% | 2 |
|
|
2023
Q2 | $5.62M | Sell |
213,226
-800
| -0.4% | -$21.1K | 3.7% | 2 |
|
|
2023
Q1 | $5.54M | Sell |
214,026
-2,600
| -1% | -$67.3K | 3.84% | 2 |
|
|
2022
Q4 | $5.23M | Sell |
216,626
-2,250
| -1% | -$54.3K | 3.77% | 2 |
|
|
2022
Q3 | $5.21M | Sell |
218,876
-10,250
| -4% | -$244K | 4.14% | 2 |
|
|
2022
Q2 | $5.58M | Buy |
229,126
+1,122
| +0.5% | +$27.3K | 4.19% | 3 |
|
|
2022
Q1 | $5.89M | Buy |
228,004
+2,460
| +1% | +$63.5K | 3.88% | 5 |
|
|
2021
Q4 | $4.95M | Sell |
225,544
-3,548
| -2% | -$77.9K | 3.16% | 8 |
|
|
2021
Q3 | $4.96M | Sell |
229,092
-6,572
| -3% | -$142K | 3.53% | 5 |
|
|
2021
Q2 | $5.69M | Sell |
235,664
-895
| -0.4% | -$21.6K | 3.88% | 5 |
|
|
2021
Q1 | $5.21M | Buy |
236,559
+7,175
| +3% | +$158K | 3.74% | 6 |
|
|
2020
Q4 | $4.49M | Buy |
229,384
+15,390
| +7% | +$302K | 3.51% | 7 |
|
|
2020
Q3 | $3.38M | Buy |
213,994
+365
| +0.2% | +$5.76K | 2.86% | 12 |
|
|
2020
Q2 | $3.88M | Buy |
213,629
+71,740
| +51% | +$1.3M | 3.35% | 7 |
|
|
2020
Q1 | $2.03M | Buy |
141,889
+17,406
| +14% | +$249K | 2.12% | 14 |
|
|
2019
Q4 | $3.51M | Buy |
124,483
+3,195
| +3% | +$90K | 2.73% | 11 |
|
|
2019
Q3 | $3.47M | Sell |
121,288
-335
| -0.3% | -$9.57K | 2.92% | 9 |
|
|
2019
Q2 | $3.51M | Hold |
121,623
| – | – | 2.98% | 9 |
|
|
2019
Q1 | $3.54M | Buy |
121,623
+288
| +0.2% | +$8.38K | 3.1% | 8 |
|
|
2018
Q4 | $2.98M | Sell |
121,335
-5,483
| -4% | -$135K | 2.83% | 10 |
|
|
2018
Q3 | $3.64M | Sell |
126,818
-8,900
| -7% | -$256K | 2.93% | 6 |
|
|
2018
Q2 | $3.76M | Sell |
135,718
-3,375
| -2% | -$93.4K | 3.01% | 5 |
|
|
2018
Q1 | $3.41M | Sell |
139,093
-3,540
| -2% | -$86.7K | 2.71% | 8 |
|
|
2017
Q4 | $3.78M | Sell |
142,633
-32,934
| -19% | -$873K | 2.86% | 7 |
|
|
2017
Q3 | $4.58M | Sell |
175,567
-3,005
| -2% | -$78.3K | 3.58% | 4 |
|
|
2017
Q2 | $4.84M | Sell |
178,572
-1,687
| -0.9% | -$45.7K | 3.67% | 3 |
|
|
2017
Q1 | $4.98M | Sell |
180,259
-14,650
| -8% | -$404K | 3.79% | 4 |
|
|
2016
Q4 | $5.27M | Buy |
194,909
+514
| +0.3% | +$13.9K | 4.11% | 4 |
|
|
2016
Q3 | $5.37M | Sell |
194,395
-1,016
| -0.5% | -$28.1K | 4.17% | 4 |
|
|
2016
Q2 | $5.72M | Sell |
195,411
-10,280
| -5% | -$301K | 4.56% | 1 |
|
|
2016
Q1 | $5.06M | Buy |
205,691
+86,548
| +73% | +$2.13M | 4.08% | 7 |
|
|
2015
Q4 | $3.05M | Buy |
119,143
+23,300
| +24% | +$596K | 2.45% | 14 |
|
|
2015
Q3 | $2.39M | Buy |
95,843
+46,650
| +95% | +$1.16M | 2.05% | 22 |
|
|
2015
Q2 | $1.47M | Sell |
49,193
-1,000
| -2% | -$29.9K | 1.11% | 31 |
|
|
2015
Q1 | $1.65M | Buy |
50,193
+300
| +0.6% | +$9.88K | 1.25% | 28 |
|
|
2014
Q4 | $1.8M | Hold |
49,893
| – | – | 1.35% | 26 |
|
|
2014
Q3 | $2.01M | Buy |
49,893
+24,529
| +97% | +$989K | 1.43% | 24 |
|
|
2014
Q2 | $1.99M | Buy |
25,364
+210
| +0.8% | +$16.4K | 1.36% | 25 |
|
|
2014
Q1 | $1.75M | Sell |
25,154
-575
| -2% | -$39.9K | 1.26% | 28 |
|
|
2013
Q4 | $1.71M | Buy |
+25,729
| New | +$1.71M | 1.25% | 27 |
|