Mather Group’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 | $840K | Buy |
27,095
+266
| +1% | +$8.25K | 0.01% | 292 |
|
|
2025
Q1 | $916K | Buy |
26,829
+557
| +2% | +$19K | 0.01% | 266 |
|
|
2024
Q4 | $824K | Hold |
26,272
| – | – | 0.01% | 262 |
|
|
2024
Q3 | $765K | Sell |
26,272
-3,512
| -12% | -$102K | 0.01% | 279 |
|
|
2024
Q2 | $869K | Buy |
29,784
+2,546
| +9% | +$74.3K | 0.01% | 286 |
|
|
2024
Q1 | $718K | Sell |
27,238
-1,767
| -6% | -$46.6K | 0.01% | 271 |
|
|
2023
Q4 | $764K | Sell |
29,005
-1,607
| -5% | -$42.3K | 0.01% | 272 |
|
|
2023
Q3 | $838K | Sell |
30,612
-2,533
| -8% | -$69.3K | 0.01% | 240 |
|
|
2023
Q2 | $873K | Buy |
33,145
+3,066
| +10% | +$80.8K | 0.01% | 247 |
|
|
2023
Q1 | $779K | Buy |
30,079
+1,599
| +6% | +$41.4K | 0.01% | 252 |
|
|
2022
Q4 | $687K | Buy |
28,480
+18,801
| +194% | +$453K | 0.01% | 271 |
|
|
2022
Q3 | $230K | Sell |
9,679
-415
| -4% | -$9.86K | 0.01% | 425 |
|
|
2022
Q2 | $246K | Buy |
+10,094
| New | +$246K | 0.01% | 330 |
|