Mayflower Financial Advisors’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 | $1.03M | Buy |
33,212
+2,325
| +8% | +$72.1K | 0.14% | 146 |
|
|
2025
Q1 | $1.05M | Buy |
30,887
+612
| +2% | +$20.9K | 0.16% | 134 |
|
|
2024
Q4 | $949K | Buy |
30,275
+2,417
| +9% | +$75.8K | 0.14% | 145 |
|
|
2024
Q3 | $811K | Buy |
27,858
+3,854
| +16% | +$112K | 0.12% | 157 |
|
|
2024
Q2 | $696K | Buy |
24,004
+46
| +0.2% | +$1.33K | 0.11% | 172 |
|
|
2024
Q1 | $699K | Buy |
23,958
+2,944
| +14% | +$85.9K | 0.12% | 176 |
|
|
2023
Q4 | $554K | Buy |
21,014
+197
| +0.9% | +$5.19K | 0.08% | 190 |
|
|
2023
Q3 | $570K | Sell |
20,817
-1,602
| -7% | -$43.8K | 0.09% | 175 |
|
|
2023
Q2 | $591K | Buy |
22,419
+21
| +0.1% | +$553 | 0.08% | 178 |
|
|
2023
Q1 | $580K | Buy |
22,398
+1,236
| +6% | +$32K | 0.08% | 182 |
|
|
2022
Q4 | $510K | Sell |
21,162
-216
| -1% | -$5.21K | 0.07% | 193 |
|
|
2022
Q3 | $508K | Buy |
21,378
+7,497
| +54% | +$178K | 0.08% | 182 |
|
|
2022
Q2 | $338K | Buy |
13,881
+218
| +2% | +$5.31K | 0.05% | 236 |
|
|
2022
Q1 | $353K | Buy |
13,663
+880
| +7% | +$22.7K | 0.05% | 243 |
|
|
2021
Q4 | $281K | Sell |
12,783
-250
| -2% | -$5.5K | 0.04% | 276 |
|
|
2021
Q3 | $319K | Sell |
13,033
-400
| -3% | -$9.79K | 0.04% | 249 |
|
|
2021
Q2 | $324K | Buy |
13,433
+3,000
| +29% | +$72.4K | 0.04% | 230 |
|
|
2021
Q1 | $230K | Buy |
+10,433
| New | +$230K | 0.03% | 260 |
|