O'Shaughnessy Asset Management’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 | $1.46M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $657K | Sell |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $522K | Hold |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $653K | Sell |
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|
2022
Q3 | $791K | Sell |
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|
2022
Q2 | $861K | Sell |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $22K | Buy |
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