Mosaic Family Wealth Partners’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 | $1.01M | Sell |
32,435
-209
| -0.6% | -$6.48K | 0.13% | 82 |
|
|
2025
Q1 | $1.11M | Buy |
32,644
+16
| +0% | +$546 | 0.16% | 68 |
|
|
2024
Q4 | $1.02M | Sell |
32,628
-733
| -2% | -$23K | 0.15% | 76 |
|
|
2024
Q3 | $971K | Sell |
33,361
-2,886
| -8% | -$84K | 0.14% | 83 |
|
|
2024
Q2 | $1.05M | Sell |
36,247
-213
| -0.6% | -$6.17K | 0.17% | 69 |
|
|
2024
Q1 | $1.06M | Buy |
36,460
+407
| +1% | +$11.9K | 0.18% | 64 |
|
|
2023
Q4 | $950K | Buy |
36,053
+18
| +0% | +$474 | 0.16% | 72 |
|
|
2023
Q3 | $986K | Buy |
36,035
+17
| +0% | +$465 | 0.2% | 55 |
|
|
2023
Q2 | $949K | Buy |
36,018
+16
| +0% | +$422 | 0.19% | 66 |
|
|
2023
Q1 | $932K | Sell |
36,002
-1,038
| -3% | -$26.9K | 0.2% | 66 |
|
|
2022
Q4 | $893K | Buy |
+37,040
| New | +$893K | 0.25% | 65 |
|