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