LAM
Lummis Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.9K | Hold |
1,932
| – | – | 0.04% | 77 |
|
|
2025
Q1 | $66K | Sell |
1,932
-219
| -10% | -$7.48K | 0.05% | 76 |
|
|
2024
Q4 | $67.5K | Buy |
2,151
+219
| +11% | +$6.87K | 0.09% | 51 |
|
|
2024
Q3 | $56.2K | Sell |
1,932
-219
| -10% | -$6.38K | 0.07% | 60 |
|
|
2024
Q2 | $62.3K | Hold |
2,151
| – | – | 0.08% | 51 |
|
|
2024
Q1 | $62.8K | Hold |
2,151
| – | – | 0.08% | 54 |
|
|
2023
Q4 | $56.7K | Buy |
+2,151
| New | +$56.7K | 0.04% | 82 |
|