Modera 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 | $602K | Buy |
19,422
+1,767
| +10% | +$54.8K | 0.01% | 412 |
|
|
2025
Q1 | $603K | Sell |
17,655
-1,219
| -6% | -$41.6K | 0.01% | 397 |
|
|
2024
Q4 | $592K | Buy |
18,874
+366
| +2% | +$11.5K | 0.01% | 403 |
|
|
2024
Q3 | $539K | Buy |
18,508
+800
| +5% | +$23.3K | 0.01% | 397 |
|
|
2024
Q2 | $513K | Sell |
17,708
-357
| -2% | -$10.3K | 0.01% | 390 |
|
|
2024
Q1 | $527K | Buy |
18,065
+4,982
| +38% | +$145K | 0.01% | 384 |
|
|
2023
Q4 | $345K | Sell |
13,083
-1,476
| -10% | -$38.9K | 0.01% | 443 |
|
|
2023
Q3 | $398K | Sell |
14,559
-2,831
| -16% | -$77.5K | 0.01% | 393 |
|
|
2023
Q2 | $458K | Buy |
+17,390
| New | +$458K | 0.01% | 394 |
|
|
2018
Q2 | – | Sell |
-9,100
| Closed | -$223K | – | 135 |
|
|
2018
Q1 | $223K | Buy |
+9,100
| New | +$223K | 0.05% | 120 |
|
|
2016
Q2 | – | Sell |
-32,704
| Closed | -$805K | – | 112 |
|
|
2016
Q1 | $805K | Sell |
32,704
-4,600
| -12% | -$113K | 0.28% | 40 |
|
|
2015
Q4 | $954K | Sell |
37,304
-1,660
| -4% | -$42.5K | 0.38% | 26 |
|
|
2015
Q3 | $970K | Sell |
38,964
-15,360
| -28% | -$382K | 0.4% | 23 |
|
|
2015
Q2 | $1.62M | Buy |
54,324
+180
| +0.3% | +$5.38K | 0.64% | 16 |
|
|
2015
Q1 | $1.78M | Buy |
54,144
+1,240
| +2% | +$40.8K | 0.7% | 16 |
|
|
2014
Q4 | $1.91M | Buy |
52,904
+45,426
| +607% | +$1.64M | 0.74% | 18 |
|
|
2014
Q3 | $301K | Sell |
7,478
-88
| -1% | -$3.54K | 0.13% | 64 |
|
|
2014
Q2 | $296K | Buy |
+7,566
| New | +$296K | 0.13% | 49 |
|