Morton Capital Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
30,575
+7,679
| +34% | +$238K | 0.17% | 47 |
|
|
2025
Q1 | $782K | Buy |
22,896
+210
| +0.9% | +$7.17K | 0.15% | 50 |
|
|
2024
Q4 | $711K | Buy |
22,686
+216
| +1% | +$6.77K | 0.13% | 55 |
|
|
2024
Q3 | $654K | Buy |
22,470
+226
| +1% | +$6.58K | 0.13% | 56 |
|
|
2024
Q2 | $645K | Buy |
22,244
+221
| +1% | +$6.4K | 0.15% | 52 |
|
|
2024
Q1 | $643K | Buy |
22,023
+232
| +1% | +$6.77K | 0.17% | 54 |
|
|
2023
Q4 | $574K | Buy |
21,791
+228
| +1% | +$6.01K | 0.17% | 52 |
|
|
2023
Q3 | $590K | Buy |
21,563
+219
| +1% | +$5.99K | 0.21% | 44 |
|
|
2023
Q2 | $562K | Buy |
21,344
+216
| +1% | +$5.69K | 0.19% | 48 |
|
|
2023
Q1 | $547K | Buy |
21,128
+450
| +2% | +$11.7K | 0.19% | 48 |
|
|
2022
Q4 | $499K | Sell |
20,678
-1,973
| -9% | -$47.6K | 0.19% | 47 |
|
|
2022
Q3 | $539K | Sell |
22,651
-810
| -3% | -$19.3K | 0.25% | 40 |
|
|
2022
Q2 | $572K | Buy |
23,461
+2,477
| +12% | +$60.4K | 0.25% | 41 |
|
|
2022
Q1 | $542K | Buy |
20,984
+2,598
| +14% | +$67.1K | 0.22% | 44 |
|
|
2021
Q4 | $404K | Buy |
+18,386
| New | +$404K | 0.16% | 53 |
|