Mark Sheptoff Financial Planning’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 | $19.2K | Hold |
620
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $21.2K | Hold |
620
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $19.4K | Hold |
620
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $18K | Hold |
620
| – | – | 0.01% | 253 |
|
|
2024
Q2 | $18K | Hold |
620
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $18.1K | Hold |
620
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $16.3K | Hold |
620
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $17K | Hold |
620
| – | – | 0.01% | 221 |
|
|
2023
Q2 | $16.3K | Sell |
620
-400
| -39% | -$10.5K | 0.01% | 239 |
|
|
2023
Q1 | $26.4K | Hold |
1,020
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $24.6K | Hold |
1,020
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $24K | Hold |
1,020
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $25K | Hold |
1,020
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $26K | Buy |
1,020
+400
| +65% | +$10.2K | 0.01% | 226 |
|
|
2021
Q4 | $14K | Buy |
+620
| New | +$14K | 0.01% | 286 |
|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$76K | – | 356 |
|
|
2019
Q4 | $76K | Hold |
2,700
| – | – | 0.05% | 127 |
|
|
2019
Q3 | $77K | Sell |
2,700
-17,175
| -86% | -$490K | 0.05% | 125 |
|
|
2019
Q2 | $574K | Sell |
19,875
-200
| -1% | -$5.78K | 0.39% | 52 |
|
|
2019
Q1 | $584K | Hold |
20,075
| – | – | 0.42% | 47 |
|
|
2018
Q4 | $494K | Sell |
20,075
-500
| -2% | -$12.3K | 0.41% | 48 |
|
|
2018
Q3 | $591K | Hold |
20,575
| – | – | 0.41% | 54 |
|
|
2018
Q2 | $569K | Buy |
20,575
+700
| +4% | +$19.4K | 0.42% | 55 |
|
|
2018
Q1 | $487K | Buy |
19,875
+18,275
| +1,142% | +$448K | 0.34% | 67 |
|
|
2017
Q4 | $42K | Buy |
1,600
+1,000
| +167% | +$26.3K | 0.03% | 182 |
|
|
2017
Q3 | $16K | Hold |
600
| – | – | 0.01% | 254 |
|
|
2017
Q2 | $16K | Sell |
600
-1
| -0.2% | -$27 | 0.01% | 242 |
|
|
2017
Q1 | $17K | Buy |
601
+1
| +0.2% | +$28 | 0.01% | 245 |
|
|
2016
Q4 | $16K | Hold |
600
| – | – | 0.01% | 239 |
|
|
2016
Q3 | $17K | Sell |
600
-198
| -25% | -$5.61K | 0.01% | 229 |
|
|
2016
Q2 | $23K | Buy |
798
+198
| +33% | +$5.71K | 0.02% | 196 |
|
|
2016
Q1 | $15K | Hold |
600
| – | – | 0.01% | 227 |
|
|
2015
Q4 | $15K | Sell |
600
-6,136
| -91% | -$153K | 0.01% | 240 |
|
|
2015
Q3 | $168K | Sell |
6,736
-3,396
| -34% | -$84.7K | 0.15% | 101 |
|
|
2015
Q2 | $303K | Buy |
10,132
+302
| +3% | +$9.03K | 0.25% | 84 |
|
|
2015
Q1 | $324K | Sell |
9,830
-797
| -7% | -$26.3K | 0.27% | 78 |
|
|
2014
Q4 | $384K | Sell |
10,627
-12,298
| -54% | -$444K | 0.34% | 70 |
|
|
2014
Q3 | $924K | Buy |
22,925
+403
| +2% | +$16.2K | 0.82% | 36 |
|
|
2014
Q2 | $882K | Sell |
22,522
-398
| -2% | -$15.6K | 0.75% | 39 |
|
|
2014
Q1 | $795K | Buy |
+22,920
| New | +$795K | 0.7% | 43 |
|