Oak Harvest Investment 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 | – | Sell |
-10,963
| Closed | -$374K | – | 162 |
|
2025
Q1 | $374K | Buy |
10,963
+41
| +0.4% | +$1.4K | 0.05% | 113 |
|
2024
Q4 | $343K | Sell |
10,922
-64
| -0.6% | -$2.01K | 0.05% | 127 |
|
2024
Q3 | $320K | Buy |
10,986
+194
| +2% | +$5.65K | 0.05% | 118 |
|
2024
Q2 | $313K | Sell |
10,792
-4,888
| -31% | -$142K | 0.05% | 105 |
|
2024
Q1 | $458K | Sell |
15,680
-968
| -6% | -$28.2K | 0.07% | 98 |
|
2023
Q4 | $439K | Buy |
16,648
+2,070
| +14% | +$54.5K | 0.09% | 95 |
|
2023
Q3 | $399K | Buy |
14,578
+194
| +1% | +$5.31K | 0.08% | 90 |
|
2023
Q2 | $379K | Buy |
14,384
+266
| +2% | +$7.01K | 0.09% | 93 |
|
2023
Q1 | $366K | Sell |
14,118
-1,303
| -8% | -$33.7K | 0.08% | 89 |
|
2022
Q4 | $372K | Buy |
15,421
+4,013
| +35% | +$96.8K | 0.1% | 75 |
|
2022
Q3 | $271K | Buy |
11,408
+196
| +2% | +$4.66K | 0.07% | 82 |
|
2022
Q2 | $273K | Buy |
+11,212
| New | +$273K | 0.07% | 79 |
|