MSH Capital Advisors’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 | $730K | Buy |
23,552
+935
| +4% | +$29K | 0.21% | 119 |
|
2025
Q1 | $772K | Buy |
22,617
+2,449
| +12% | +$83.6K | 0.24% | 106 |
|
2024
Q4 | $632K | Buy |
20,168
+3,313
| +20% | +$104K | 0.2% | 121 |
|
2024
Q3 | $491K | Buy |
16,855
+2,785
| +20% | +$81.1K | 0.15% | 149 |
|
2024
Q2 | $408K | Buy |
14,070
+200
| +1% | +$5.8K | 0.14% | 157 |
|
2024
Q1 | $405K | Buy |
13,870
+27
| +0.2% | +$788 | 0.14% | 149 |
|
2023
Q4 | $365K | Buy |
13,843
+1,175
| +9% | +$31K | 0.14% | 150 |
|
2023
Q3 | $347K | Buy |
12,668
+884
| +8% | +$24.2K | 0.14% | 157 |
|
2023
Q2 | $311K | Buy |
11,784
+4,033
| +52% | +$106K | 0.11% | 171 |
|
2023
Q1 | $201K | Buy |
+7,751
| New | +$201K | 0.09% | 195 |
|