Moody Lynn & Lieberson’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
$523K Buy
2025
Q2
$502K Hold
2025
Q1
$552K Buy
2024
Q4
$498K Buy
2024
Q3
$435K Sell
2024
Q2
$437K Hold
2024
Q1
$440K Hold
2023
Q4
$397K Sell
2023
Q3
$413K Buy
2023
Q2
$393K Buy
2015
Q3
Sell
2015
Q2
$271K Sell
2015
Q1
$1.62M Sell
2014
Q4
$1.78M Sell
2014
Q3
$2.06M Sell
2014
Q2
$2.04M Sell
2014
Q1
$1.82M Sell
2013
Q4
$1.75M Sell
2013
Q3
$1.68M Sell
2013
Q2
$1.71M Buy