Morningstar Investment 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 | $3.13M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $2.77M | Sell |
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|
2024
Q3 | $3.95M | Sell |
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|
2024
Q2 | $6.12M | Sell |
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|
2024
Q1 | $6.21M | Hold |
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|
2023
Q4 | $5.61M | Sell |
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|
2023
Q3 | $5.85M | Buy |
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|
2023
Q2 | $5.63M | Sell |
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|
2023
Q1 | $6.2M | Sell |
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|
2022
Q4 | $8.74M | Buy |
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|
2022
Q3 | $8.52M | Hold |
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|
2022
Q2 | $8.73M | Sell |
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|
2022
Q1 | $12.5M | Sell |
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|
2021
Q4 | $14M | Buy |
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|
2021
Q3 | $13.7M | Sell |
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|
2021
Q2 | $16.3M | Buy |
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