Omnia Family 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 | $291K | Hold |
9,384
| – | – | 0.11% | 68 |
|
|
2025
Q1 | $320K | Hold |
9,384
| – | – | 0.13% | 57 |
|
|
2024
Q4 | $294K | Hold |
9,384
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $273K | Hold |
9,384
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $272K | Hold |
9,384
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $274K | Hold |
9,384
| – | – | 0.13% | 58 |
|
|
2023
Q4 | $247K | Hold |
9,384
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $257K | Hold |
9,384
| – | – | 0.16% | 53 |
|
|
2023
Q2 | $247K | Hold |
9,384
| – | – | 0.17% | 58 |
|
|
2023
Q1 | $243K | Hold |
9,384
| – | – | 0.19% | 56 |
|
|
2022
Q4 | $226K | Hold |
9,384
| – | – | 0.18% | 58 |
|
|
2022
Q3 | $223K | Hold |
9,384
| – | – | 0.18% | 54 |
|
|
2022
Q2 | $229K | Hold |
9,384
| – | – | 0.17% | 57 |
|
|
2022
Q1 | $242K | Sell |
9,384
-204
| -2% | -$5.26K | 0.16% | 60 |
|
|
2021
Q4 | $211K | Buy |
9,588
+204
| +2% | +$4.49K | 0.13% | 70 |
|
|
2021
Q3 | $203K | Buy |
+9,384
| New | +$203K | 0.14% | 67 |
|
|
2019
Q2 | – | Sell |
-3,484
| Closed | -$101K | – | 230 |
|
|
2019
Q1 | $101K | Sell |
3,484
-540
| -13% | -$15.7K | 0.05% | 126 |
|
|
2018
Q4 | $99K | Hold |
4,024
| – | – | 0.05% | 121 |
|
|
2018
Q3 | $116K | Buy |
4,024
+540
| +15% | +$15.6K | 0.05% | 112 |
|
|
2018
Q2 | $96K | Hold |
3,484
| – | – | 0.04% | 117 |
|
|
2018
Q1 | $85K | Hold |
3,484
| – | – | 0.04% | 125 |
|
|
2017
Q4 | $92K | Hold |
3,484
| – | – | 0.04% | 121 |
|
|
2017
Q3 | $91K | Hold |
3,484
| – | – | 0.04% | 123 |
|
|
2017
Q2 | $94K | Hold |
3,484
| – | – | 0.05% | 119 |
|
|
2017
Q1 | $96K | Hold |
3,484
| – | – | 0.05% | 123 |
|
|
2016
Q4 | $94K | Buy |
+3,484
| New | +$94K | 0.05% | 124 |
|