Obermeyer Wealth Partners’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 | $1.33M | Sell |
42,772
-22,881
| -35% | -$710K | 0.07% | 89 |
|
|
2025
Q1 | $2.24M | Buy |
65,653
+15,119
| +30% | +$516K | 0.12% | 63 |
|
|
2024
Q4 | $1.58M | Sell |
50,534
-4,761
| -9% | -$149K | 0.08% | 79 |
|
|
2024
Q3 | $1.61M | Sell |
55,295
-1,310
| -2% | -$38.1K | 0.09% | 82 |
|
|
2024
Q2 | $1.64M | Hold |
56,605
| – | – | 0.09% | 80 |
|
|
2024
Q1 | $1.65M | Buy |
56,605
+1,451
| +3% | +$42.3K | 0.1% | 75 |
|
|
2023
Q4 | $1.45M | Buy |
55,154
+620
| +1% | +$16.3K | 0.1% | 59 |
|
|
2023
Q3 | $1.49M | Sell |
54,534
-150
| -0.3% | -$4.11K | 0.11% | 55 |
|
|
2023
Q2 | $1.44M | Sell |
54,684
-3,323
| -6% | -$87.6K | 0.1% | 58 |
|
|
2023
Q1 | $1.5M | Sell |
58,007
-2,723
| -4% | -$70.5K | 0.11% | 61 |
|
|
2022
Q4 | $1.47M | Buy |
60,730
+576
| +1% | +$13.9K | 0.11% | 61 |
|
|
2022
Q3 | $1.43M | Hold |
60,154
| – | – | 0.12% | 59 |
|
|
2022
Q2 | $1.47M | Sell |
60,154
-6,616
| -10% | -$161K | 0.11% | 59 |
|
|
2022
Q1 | $1.72M | Hold |
66,770
| – | – | 0.1% | 57 |
|
|
2021
Q4 | $1.47M | Sell |
66,770
-5,242
| -7% | -$115K | 0.08% | 60 |
|
|
2021
Q3 | $1.56M | Sell |
72,012
-225
| -0.3% | -$4.87K | 0.09% | 55 |
|
|
2021
Q2 | $1.74M | Buy |
72,237
+2,586
| +4% | +$62.4K | 0.1% | 57 |
|
|
2021
Q1 | $1.53M | Sell |
69,651
-20,314
| -23% | -$447K | 0.09% | 59 |
|
|
2020
Q4 | $1.76M | Sell |
89,965
-18,781
| -17% | -$368K | 0.12% | 48 |
|
|
2020
Q3 | $1.72M | Sell |
108,746
-10,167
| -9% | -$161K | 0.13% | 46 |
|
|
2020
Q2 | $2.16M | Sell |
118,913
-2,244
| -2% | -$40.8K | 0.18% | 40 |
|
|
2020
Q1 | $1.73M | Sell |
121,157
-11,243
| -8% | -$161K | 0.19% | 42 |
|
|
2019
Q4 | $3.73M | Sell |
132,400
-1,615
| -1% | -$45.5K | 0.33% | 37 |
|
|
2019
Q3 | $3.83M | Sell |
134,015
-33,647
| -20% | -$962K | 0.35% | 38 |
|
|
2019
Q2 | $4.84M | Sell |
167,662
-6,641
| -4% | -$192K | 0.44% | 36 |
|
|
2019
Q1 | $5.07M | Sell |
174,303
-1,379
| -0.8% | -$40.1K | 0.48% | 34 |
|
|
2018
Q4 | $4.32M | Sell |
175,682
-6,180
| -3% | -$152K | 0.44% | 34 |
|
|
2018
Q3 | $5.23M | Sell |
181,862
-12,928
| -7% | -$371K | 0.44% | 33 |
|
|
2018
Q2 | $5.39M | Sell |
194,790
-470
| -0.2% | -$13K | 0.48% | 33 |
|
|
2018
Q1 | $4.78M | Sell |
195,260
-7,100
| -4% | -$174K | 0.43% | 32 |
|
|
2017
Q4 | $5.37M | Sell |
202,360
-1,250
| -0.6% | -$33.1K | 0.47% | 36 |
|
|
2017
Q3 | $5.31M | Sell |
203,610
-2,750
| -1% | -$71.7K | 0.46% | 36 |
|
|
2017
Q2 | $5.59M | Sell |
206,360
-350
| -0.2% | -$9.48K | 0.5% | 38 |
|
|
2017
Q1 | $5.71M | Buy |
206,710
+6,460
| +3% | +$178K | 0.53% | 35 |
|
|
2016
Q4 | $5.42M | Sell |
200,250
-1,439
| -0.7% | -$38.9K | 0.52% | 35 |
|
|
2016
Q3 | $5.57M | Sell |
201,689
-54,395
| -21% | -$1.5M | 0.53% | 36 |
|
|
2016
Q2 | $7.49M | Buy |
256,084
+5,772
| +2% | +$169K | 0.75% | 32 |
|
|
2016
Q1 | $6.16M | Sell |
250,312
-2,382
| -0.9% | -$58.6K | 0.57% | 33 |
|
|
2015
Q4 | $6.46M | Hold |
252,694
| – | – | 0.59% | 32 |
|
|
2015
Q3 | $6.29M | Hold |
252,694
| – | – | 0.66% | 33 |
|
|
2015
Q2 | $7.55M | Sell |
252,694
-250
| -0.1% | -$7.47K | 0.64% | 38 |
|
|
2015
Q1 | $8.33M | Sell |
252,944
-7,976
| -3% | -$263K | 0.68% | 48 |
|
|
2014
Q4 | $9.42M | Buy |
260,920
+248,608
| +2,019% | +$8.98M | 0.85% | 45 |
|
|
2014
Q3 | $496K | Hold |
12,312
| – | – | 0.12% | 40 |
|
|
2014
Q2 | $482K | Hold |
12,312
| – | – | 0.12% | 41 |
|
|
2014
Q1 | $427K | Hold |
12,312
| – | – | 0.11% | 41 |
|
|
2013
Q4 | $408K | Buy |
12,312
+1,000
| +9% | +$33.1K | 0.1% | 43 |
|
|
2013
Q3 | $345K | Hold |
11,312
| – | – | 0.1% | 44 |
|
|
2013
Q2 | $352K | Buy |
+11,312
| New | +$352K | 0.1% | 46 |
|