MA
MONECO Advisors’s Enterprise Products Partners EPD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.69M | Sell |
118,991
-4,864
| -4% | -$151K | 0.34% | 56 |
|
2025
Q1 | $4.23M | Buy |
123,855
+128
| +0.1% | +$4.37K | 0.44% | 45 |
|
2024
Q4 | $3.88M | Buy |
123,727
+2,809
| +2% | +$88.1K | 0.41% | 55 |
|
2024
Q3 | $3.52M | Buy |
120,918
+591
| +0.5% | +$17.2K | 0.44% | 59 |
|
2024
Q2 | $3.49M | Buy |
120,327
+5,814
| +5% | +$168K | 0.51% | 52 |
|
2024
Q1 | $3.34M | Buy |
114,513
+19,288
| +20% | +$563K | 0.53% | 43 |
|
2023
Q4 | $2.51M | Buy |
95,225
+76,880
| +419% | +$2.03M | 0.48% | 51 |
|
2023
Q3 | $502K | Buy |
18,345
+1,046
| +6% | +$28.6K | 0.14% | 176 |
|
2023
Q2 | $456K | Buy |
17,299
+46
| +0.3% | +$1.21K | 0.12% | 184 |
|
2023
Q1 | $447K | Sell |
17,253
-492
| -3% | -$12.7K | 0.13% | 175 |
|
2022
Q4 | $428K | Buy |
17,745
+1,518
| +9% | +$36.6K | 0.15% | 149 |
|
2022
Q3 | $386K | Buy |
16,227
+248
| +2% | +$5.9K | 0.15% | 152 |
|
2022
Q2 | $389K | Sell |
15,979
-741
| -4% | -$18K | 0.15% | 147 |
|
2022
Q1 | $432K | Sell |
16,720
-1,106
| -6% | -$28.6K | 0.16% | 133 |
|
2021
Q4 | $426K | Buy |
17,826
+265
| +2% | +$6.33K | 0.16% | 137 |
|
2021
Q3 | $380K | Buy |
17,561
+812
| +5% | +$17.6K | 0.15% | 147 |
|
2021
Q2 | $404K | Buy |
16,749
+944
| +6% | +$22.8K | 0.19% | 124 |
|
2021
Q1 | $348K | Buy |
15,805
+3,662
| +30% | +$80.6K | 0.17% | 135 |
|
2020
Q4 | $276K | Sell |
12,143
-940
| -7% | -$21.4K | 0.15% | 137 |
|
2020
Q3 | $207K | Buy |
13,083
+1,306
| +11% | +$20.7K | 0.13% | 145 |
|
2020
Q2 | $214K | Buy |
+11,777
| New | +$214K | 0.17% | 123 |
|
2020
Q1 | – | Sell |
-9,794
| Closed | -$282K | – | 127 |
|
2019
Q4 | $282K | Buy |
9,794
+1,538
| +19% | +$44.3K | 0.2% | 111 |
|
2019
Q3 | $236K | Buy |
8,256
+203
| +3% | +$5.8K | 0.18% | 119 |
|
2019
Q2 | $232K | Buy |
8,053
+55
| +0.7% | +$1.59K | 0.19% | 110 |
|
2019
Q1 | $233K | Buy |
+7,998
| New | +$233K | 0.19% | 116 |
|