Milestone Asset Management’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 | $1.5M | Buy |
48,328
+13,935
| +41% | +$432K | 0.32% | 61 |
|
|
2025
Q1 | $1.17M | Buy |
34,393
+9,024
| +36% | +$308K | 0.25% | 80 |
|
|
2024
Q4 | $796K | Buy |
25,369
+5,873
| +30% | +$184K | 0.18% | 125 |
|
|
2024
Q3 | $568K | Buy |
19,496
+102
| +0.5% | +$2.97K | 0.13% | 128 |
|
|
2024
Q2 | $562K | Buy |
19,394
+1,259
| +7% | +$36.5K | 0.14% | 122 |
|
|
2024
Q1 | $529K | Buy |
+18,135
| New | +$529K | 0.15% | 103 |
|