Omnia Family Wealth’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Hold |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $101K | Sell |
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|
2018
Q4 | $99K | Hold |
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|
2018
Q3 | $116K | Buy |
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|
2018
Q2 | $96K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $92K | Hold |
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|
2017
Q3 | $91K | Hold |
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|
2017
Q2 | $94K | Hold |
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|
2017
Q1 | $96K | Hold |
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|
2016
Q4 | $94K | Buy |
|