Novak & Powell Financial Services’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 | $1.25M | Buy |
40,287
+618
| +2% | +$19.2K | 0.87% | 23 |
|
|
2025
Q1 | $1.35M | Buy |
39,669
+504
| +1% | +$17.2K | 0.84% | 32 |
|
|
2024
Q4 | $1.23M | Sell |
39,165
-1,017
| -3% | -$31.9K | 0.73% | 33 |
|
|
2024
Q3 | $1.17M | Buy |
40,182
+524
| +1% | +$15.3K | 0.68% | 36 |
|
|
2024
Q2 | $1.15M | Buy |
39,658
+631
| +2% | +$18.3K | 0.71% | 37 |
|
|
2024
Q1 | $1.14M | Buy |
39,027
+468
| +1% | +$13.7K | 0.85% | 27 |
|
|
2023
Q4 | $1.02M | Buy |
+38,559
| New | +$1.02M | 0.68% | 39 |
|