Oak Ridge Investments’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 | $202K | Hold |
6,508
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $222K | Hold |
6,508
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $204K | Buy |
+6,508
| New | +$204K | 0.02% | 167 |
|
|
2023
Q2 | – | Sell |
-7,886
| Closed | -$204K | – | 151 |
|
|
2023
Q1 | $204K | Sell |
7,886
-1,186
| -13% | -$30.7K | 0.03% | 146 |
|
|
2022
Q4 | $219K | Hold |
9,072
| – | – | 0.03% | 146 |
|
|
2022
Q3 | $216K | Buy |
+9,072
| New | +$216K | 0.03% | 151 |
|
|
2022
Q2 | – | Sell |
-8,801
| Closed | -$227K | – | 158 |
|
|
2022
Q1 | $227K | Sell |
8,801
-18,370
| -68% | -$474K | 0.03% | 157 |
|
|
2021
Q4 | $597K | Sell |
27,171
-4,719
| -15% | -$104K | 0.05% | 153 |
|
|
2021
Q3 | $690K | Hold |
31,890
| – | – | 0.06% | 151 |
|
|
2021
Q2 | $769K | Hold |
31,890
| – | – | 0.07% | 151 |
|
|
2021
Q1 | $702K | Buy |
+31,890
| New | +$702K | 0.07% | 154 |
|