Morton Capital 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 | $730K | Sell |
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|
2025
Q2 | $948K | Buy |
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|
2025
Q1 | $782K | Buy |
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|
2024
Q4 | $711K | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $539K | Sell |
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|
2022
Q2 | $572K | Buy |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $404K | Buy |
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