NewEdge Wealth’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 | $1.24M | Buy |
39,808
+3,788
| +11% | +$118K | 0.02% | 482 |
|
|
2025
Q1 | $1.23M | Buy |
36,020
+20,264
| +129% | +$692K | 0.02% | 439 |
|
|
2024
Q4 | $494K | Buy |
15,756
+3,200
| +25% | +$100K | 0.01% | 639 |
|
|
2024
Q3 | $366K | Sell |
12,556
-2,850
| -18% | -$83K | 0.01% | 680 |
|
|
2024
Q2 | $446K | Buy |
15,406
+1,975
| +15% | +$57.2K | 0.01% | 570 |
|
|
2024
Q1 | $377K | Sell |
13,431
-341
| -2% | -$9.57K | 0.01% | 619 |
|
|
2023
Q4 | $363K | Buy |
13,772
+2,616
| +23% | +$68.9K | 0.01% | 576 |
|
|
2023
Q3 | $305K | Hold |
11,156
| – | – | 0.01% | 543 |
|
|
2023
Q2 | $294K | Buy |
11,156
+2,300
| +26% | +$60.6K | 0.01% | 551 |
|
|
2023
Q1 | $229K | Buy |
+8,856
| New | +$229K | 0.01% | 558 |
|
|
2022
Q3 | – | Sell |
-13,600
| Closed | -$331K | – | 551 |
|
|
2022
Q2 | $331K | Buy |
13,600
+800
| +6% | +$19.5K | 0.02% | 448 |
|
|
2022
Q1 | $330K | Sell |
12,800
-2,800
| -18% | -$72.2K | 0.01% | 354 |
|
|
2021
Q4 | $343K | Buy |
+15,600
| New | +$343K | 0.01% | 326 |
|