Montag & Associates’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
Q2 | $172K | Hold |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $174K | Hold |
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|
2024
Q3 | $162K | Hold |
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|
2024
Q2 | $161K | Hold |
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|
2024
Q1 | $162K | Hold |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $76.6K | Sell |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $165K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $165K | Sell |
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|
2021
Q4 | $158K | Sell |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $548K | Hold |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $308K | Hold |
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|
2020
Q2 | $354K | Hold |
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|
2020
Q1 | $279K | Sell |
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|
2019
Q4 | $589K | Sell |
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|
2019
Q3 | $655K | Hold |
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|
2019
Q2 | $661K | Hold |
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $591K | Buy |
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|
2018
Q3 | $614K | Buy |
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|
2018
Q2 | $480K | Buy |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $404K | Buy |
|
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|
2017
Q3 | $304K | Buy |
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|
2017
Q2 | $315K | Hold |
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|
2017
Q1 | $321K | Hold |
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|
2016
Q4 | $315K | Buy |
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|
2016
Q3 | $321K | Buy |
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|
2016
Q2 | $330K | Buy |
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|
2016
Q1 | $204K | Sell |
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|
2015
Q4 | $492K | Buy |
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|
2015
Q3 | $444K | Hold |
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|
2015
Q2 | $533K | Hold |
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|
2015
Q1 | $587K | Hold |
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|
2014
Q4 | $644K | Hold |
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|
2014
Q3 | $719K | Hold |
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|
2014
Q2 | $698K | Hold |
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|
2014
Q1 | $619K | Hold |
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|
2013
Q4 | $591K | Hold |
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|
2013
Q3 | $544K | Hold |
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|
2013
Q2 | $554K | Buy |
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