Mission Wealth 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 | $775K | Buy |
24,984
+399
| +2% | +$12.4K | 0.02% | 355 |
|
|
2025
Q1 | $839K | Sell |
24,585
-7,871
| -24% | -$269K | 0.02% | 324 |
|
|
2024
Q4 | $1.02M | Buy |
32,456
+8,052
| +33% | +$253K | 0.02% | 271 |
|
|
2024
Q3 | $710K | Sell |
24,404
-1,120
| -4% | -$32.6K | 0.02% | 344 |
|
|
2024
Q2 | $740K | Buy |
25,524
+4,834
| +23% | +$140K | 0.02% | 311 |
|
|
2024
Q1 | $604K | Buy |
20,690
+103
| +0.5% | +$3.01K | 0.02% | 371 |
|
|
2023
Q4 | $542K | Buy |
20,587
+1,181
| +6% | +$31.1K | 0.02% | 343 |
|
|
2023
Q3 | $531K | Buy |
+19,406
| New | +$531K | 0.02% | 316 |
|
|
2023
Q2 | – | Sell |
-59,443
| Closed | -$1.54M | – | 529 |
|
|
2023
Q1 | $1.54M | Sell |
59,443
-27,400
| -32% | -$710K | 0.06% | 154 |
|
|
2022
Q4 | $2.09M | Buy |
86,843
+29,000
| +50% | +$699K | 0.1% | 118 |
|
|
2022
Q3 | $1.38M | Hold |
57,843
| – | – | 0.07% | 136 |
|
|
2022
Q2 | $1.41M | Buy |
57,843
+1,099
| +2% | +$26.8K | 0.07% | 138 |
|
|
2022
Q1 | $1.47M | Buy |
56,744
+1
| +0% | +$26 | 0.07% | 134 |
|
|
2021
Q4 | $1.25M | Buy |
56,743
+206
| +0.4% | +$4.52K | 0.06% | 160 |
|
|
2021
Q3 | $1.22M | Buy |
+56,537
| New | +$1.22M | 0.06% | 149 |
|
|
2020
Q1 | – | Sell |
-8,893
| Closed | -$250K | – | 316 |
|
|
2019
Q4 | $250K | Hold |
8,893
| – | – | 0.02% | 284 |
|
|
2019
Q3 | $254K | Hold |
8,893
| – | – | 0.03% | 267 |
|
|
2019
Q2 | $257K | Buy |
+8,893
| New | +$257K | 0.03% | 256 |
|
|
2019
Q1 | – | Hold |
0
| – | -$243K | – | 256 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 224 |
|
|
2018
Q2 | – | Hold |
0
| – | -$258K | – | 272 |
|
|
2018
Q1 | – | Hold |
0
| – | -$279K | – | 183 |
|
|
2017
Q4 | – | Hold |
0
| – | -$482K | – | 161 |
|
|
2017
Q3 | – | Sell |
-18,493
| Closed | -$501K | – | 100 |
|
|
2017
Q2 | $501K | Buy |
+18,493
| New | +$501K | 0.1% | 98 |
|
|
2017
Q1 | – | Hold |
0
| – | -$500K | – | 96 |
|
|
2016
Q4 | – | Sell |
-18,493
| Closed | -$511K | – | 94 |
|
|
2016
Q3 | $511K | Hold |
18,493
| – | – | 0.12% | 87 |
|
|
2016
Q2 | $541K | Buy |
+18,493
| New | +$541K | 0.14% | 75 |
|