Modera 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 | $545K | Sell |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $458K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $223K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $805K | Sell |
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|
2015
Q4 | $954K | Sell |
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|
2015
Q3 | $970K | Sell |
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|
2015
Q2 | $1.62M | Buy |
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|
2015
Q1 | $1.78M | Buy |
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|
2014
Q4 | $1.91M | Buy |
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|
2014
Q3 | $301K | Sell |
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|
2014
Q2 | $296K | Buy |
|