M Holdings Securities’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
$553K Buy
2024
Q1
Sell
2023
Q4
$454K Sell
2023
Q3
$477K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$525K Sell
2022
Q3
$549K Buy
2022
Q2
$538K Sell
2022
Q1
$571K Buy
2021
Q2
$533K Buy
2021
Q1
$464K Buy
2014
Q4
Sell
2014
Q3
$184K Buy