Olistico Wealth’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 | $1.04M | Buy |
33,634
+4,842
| +17% | +$150K | 0.58% | 40 |
|
|
2025
Q1 | $983K | Buy |
28,792
+4,550
| +19% | +$155K | 0.61% | 37 |
|
|
2024
Q4 | $760K | Hold |
24,242
| – | – | 0.44% | 42 |
|
|
2024
Q3 | $706K | Hold |
24,242
| – | – | 0.43% | 47 |
|
|
2024
Q2 | $703K | Hold |
24,242
| – | – | 0.45% | 45 |
|
|
2024
Q1 | $707K | Hold |
24,242
| – | – | 0.51% | 43 |
|
|
2023
Q4 | $639K | Sell |
24,242
-1,350
| -5% | -$35.6K | 0.5% | 43 |
|
|
2023
Q3 | $700K | Buy |
25,592
+24
| +0.1% | +$657 | 0.63% | 43 |
|
|
2023
Q2 | $674K | Buy |
25,568
+24
| +0.1% | +$632 | 0.58% | 44 |
|
|
2023
Q1 | $662K | Buy |
25,544
+23
| +0.1% | +$596 | 0.63% | 42 |
|
|
2022
Q4 | $616K | Buy |
+25,521
| New | +$616K | 0.67% | 43 |
|