Lyell Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
7,589
| – | – | 0.02% | 200 |
|
|
2025
Q1 | $259K | Hold |
7,589
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $238K | Hold |
7,589
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $221K | Hold |
7,589
| – | – | 0.02% | 198 |
|
|
2024
Q2 | $220K | Hold |
7,589
| – | – | 0.02% | 190 |
|
|
2024
Q1 | $221K | Buy |
+7,589
| New | +$221K | 0.02% | 189 |
|
|
2023
Q4 | – | Sell |
-7,589
| Closed | -$208K | – | 197 |
|
|
2023
Q3 | $208K | Buy |
+7,589
| New | +$208K | 0.03% | 175 |
|
|
2022
Q2 | – | Sell |
-7,589
| Closed | -$196K | – | 196 |
|
|
2022
Q1 | $196K | Buy |
+7,589
| New | +$196K | 0.03% | 191 |
|
|
2020
Q4 | – | Sell |
-10,714
| Closed | -$169K | – | 159 |
|
|
2020
Q3 | $169K | Sell |
10,714
-2,800
| -21% | -$44.2K | 0.03% | 133 |
|
|
2020
Q2 | $246K | Sell |
13,514
-8,618
| -39% | -$157K | 0.05% | 111 |
|
|
2020
Q1 | $316K | Sell |
22,132
-2,820
| -11% | -$40.3K | 0.09% | 94 |
|
|
2019
Q4 | $703K | Buy |
24,952
+48
| +0.2% | +$1.35K | 0.19% | 76 |
|
|
2019
Q3 | $712K | Sell |
24,904
-200
| -0.8% | -$5.72K | 0.21% | 74 |
|
|
2019
Q2 | $725K | Hold |
25,104
| – | – | 0.22% | 79 |
|
|
2019
Q1 | $731K | Hold |
25,104
| – | – | 0.24% | 78 |
|
|
2018
Q4 | $617K | Sell |
25,104
-1,030
| -4% | -$25.3K | 0.26% | 75 |
|
|
2018
Q3 | $751K | Sell |
26,134
-2,000
| -7% | -$57.5K | 0.25% | 76 |
|
|
2018
Q2 | $778K | Buy |
28,134
+1,030
| +4% | +$28.5K | 0.28% | 75 |
|
|
2018
Q1 | $664K | Buy |
+27,104
| New | +$664K | 0.25% | 79 |
|