Mission Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $775K | Buy |
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|
2025
Q1 | $839K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $740K | Buy |
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|
2024
Q1 | $604K | Buy |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $2.09M | Buy |
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|
2022
Q3 | $1.38M | Hold |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $501K | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $511K | Hold |
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|
2016
Q2 | $541K | Buy |
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