Mutual Advisors’s Enterprise Products Partners EPD Stock Holding History

Mutual Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.75M	Buy	213,827 +10,791	+5%	+$340K	0.17%	126
2025 Q1	$6.34M	Buy	203,036 +2,095	+1%	+$65.4K	0.18%	111
2024 Q4	$6.77M	Buy	200,941 +14,454	+8%	+$487K	0.2%	97
2024 Q3	$5.41M	Buy	186,487 +1,935	+1%	+$56.2K	0.16%	128
2024 Q2	$5.48M	Buy	184,552 +5,313	+3%	+$158K	0.17%	129
2024 Q1	$5.23M	Sell	179,239 -1,059	-0.6%	-$30.9K	0.17%	121
2023 Q4	$4.75M	Buy	180,298 +28,795	+19%	+$759K	0.17%	131
2023 Q3	$4.15M	Sell	151,503 -4,610	-3%	-$126K	0.16%	128
2023 Q2	$4.11M	Buy	156,113 +21,660	+16%	+$571K	0.16%	127
2023 Q1	$3.48M	Buy	134,453 +5,375	+4%	+$139K	0.14%	150
2022 Q4	$3.11M	Buy	129,078 +2,866	+2%	+$69.1K	0.14%	154
2022 Q3	$3M	Sell	126,212 -4,047	-3%	-$96.2K	0.15%	131
2022 Q2	$3.17M	Buy	130,259 +2,248	+2%	+$54.8K	0.21%	108
2022 Q1	$3.3M	Buy	128,011 +556	+0.4%	+$14.4K	0.18%	122
2021 Q4	$2.8M	Sell	127,455 -1,069	-0.8%	-$23.5K	0.15%	166
2021 Q3	$2.78M	Buy	128,524 +888	+0.7%	+$19.2K	0.16%	155
2021 Q2	$3.08M	Sell	127,636 -1,410	-1%	-$34K	0.18%	144
2021 Q1	$2.84M	Buy	129,046 +5,793	+5%	+$128K	0.19%	128
2020 Q4	$2.42M	Sell	123,253 -701	-0.6%	-$13.7K	0.18%	127
2020 Q3	$1.96M	Buy	123,954 +2,468	+2%	+$39K	0.17%	144
2020 Q2	$2.21M	Buy	121,486 +7,973	+7%	+$145K	0.22%	112
2020 Q1	$1.62M	Sell	113,513 -3,017	-3%	-$43.1K	0.22%	120
2019 Q4	$3.28M	Buy	116,530 +12,524	+12%	+$353K	0.35%	60
2019 Q3	$2.97M	Buy	104,006 +2,301	+2%	+$65.8K	0.39%	56
2019 Q2	$2.94M	Buy	101,705 +915	+0.9%	+$26.4K	0.38%	55
2019 Q1	$2.93M	Buy	100,790 +1,742	+2%	+$50.7K	0.43%	46
2018 Q4	$2.44M	Buy	99,048 +909	+0.9%	+$22.4K	0.48%	39
2018 Q3	$2.82M	Buy	98,139 +10,273	+12%	+$295K	0.43%	41
2018 Q2	$2.43M	Buy	87,866 +1,206	+1%	+$33.4K	0.55%	31
2018 Q1	$2.12M	Buy	86,660 +8,521	+11%	+$209K	0.54%	33
2017 Q4	$2.07M	Buy	+78,139	New	+$2.07M	0.78%	23