ML
McAdam LLC’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Sell |
31,493
-281
| -0.9% | -$8.71K | 0.05% | 141 |
|
|
2025
Q1 | $1.08M | Buy |
31,774
+2,298
| +8% | +$78.5K | 0.07% | 123 |
|
|
2024
Q4 | $924K | Buy |
29,476
+831
| +3% | +$26.1K | 0.05% | 141 |
|
|
2024
Q3 | $834K | Sell |
28,645
-25
| -0.1% | -$728 | 0.05% | 150 |
|
|
2024
Q2 | $831K | Buy |
28,670
+372
| +1% | +$10.8K | 0.05% | 130 |
|
|
2024
Q1 | $826K | Sell |
28,298
-11,467
| -29% | -$335K | 0.05% | 128 |
|
|
2023
Q4 | $1.05M | Sell |
39,765
-97
| -0.2% | -$2.56K | 0.08% | 107 |
|
|
2023
Q3 | $1.09M | Buy |
39,862
+63
| +0.2% | +$1.72K | 0.09% | 102 |
|
|
2023
Q2 | $1.05M | Buy |
39,799
+557
| +1% | +$14.7K | 0.09% | 105 |
|
|
2023
Q1 | $1.02M | Buy |
+39,242
| New | +$1.02M | 0.09% | 109 |
|
|
2018
Q4 | – | Sell |
-362
| Closed | -$11K | – | 206 |
|
|
2018
Q3 | $11K | Hold |
362
| – | – | ﹤0.01% | 324 |
|
|
2018
Q2 | $10K | Hold |
362
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $9K | Buy |
+362
| New | +$9K | ﹤0.01% | 335 |
|