P.J. Schmidt Investment Management (PJS)’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
Q2 | $551K | Hold |
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|
2025
Q1 | $606K | Hold |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $518K | Hold |
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|
2023
Q4 | $487K | Hold |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $420K | Hold |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $442K | Hold |
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|
2020
Q4 | $382K | Hold |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $531K | Hold |
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|
2019
Q3 | $539K | Hold |
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|
2019
Q2 | $544K | Hold |
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|
2019
Q1 | $549K | Sell |
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|
2018
Q4 | $568K | Hold |
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|
2018
Q3 | $664K | Hold |
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|
2018
Q2 | $639K | Hold |
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|
2018
Q1 | $565K | Hold |
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|
2017
Q4 | $612K | Hold |
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|
2017
Q3 | $602K | Buy |
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