Mark Sheptoff Financial Planning’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 | $19.4K | Hold |
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|
2025
Q2 | $19.2K | Hold |
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|
2025
Q1 | $21.2K | Hold |
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|
2024
Q4 | $19.4K | Hold |
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|
2024
Q3 | $18K | Hold |
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|
2024
Q2 | $18K | Hold |
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|
2024
Q1 | $18.1K | Hold |
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|
2023
Q4 | $16.3K | Hold |
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|
2023
Q3 | $17K | Hold |
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|
2023
Q2 | $16.3K | Sell |
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|
2023
Q1 | $26.4K | Hold |
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|
2022
Q4 | $24.6K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $14K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $76K | Hold |
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|
2019
Q3 | $77K | Sell |
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|
2019
Q2 | $574K | Sell |
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|
2019
Q1 | $584K | Hold |
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|
2018
Q4 | $494K | Sell |
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|
2018
Q3 | $591K | Hold |
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|
2018
Q2 | $569K | Buy |
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|
2018
Q1 | $487K | Buy |
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|
2017
Q4 | $42K | Buy |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $16K | Sell |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $17K | Sell |
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|
2016
Q2 | $23K | Buy |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $15K | Sell |
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|
2015
Q3 | $168K | Sell |
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|
2015
Q2 | $303K | Buy |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $384K | Sell |
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|
2014
Q3 | $924K | Buy |
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|
2014
Q2 | $882K | Sell |
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|
2014
Q1 | $795K | Buy |
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