Pasadena Private 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 | $1.47M | Buy |
47,541
+5,966
| +14% | +$185K | 0.25% | 48 |
|
|
2025
Q1 | $1.42M | Buy |
41,575
+4,531
| +12% | +$155K | 0.27% | 48 |
|
|
2024
Q4 | $1.16M | Buy |
37,044
+3,852
| +12% | +$121K | 0.24% | 53 |
|
|
2024
Q3 | $966K | Buy |
33,192
+4,544
| +16% | +$132K | 0.21% | 55 |
|
|
2024
Q2 | $830K | Buy |
28,648
+133
| +0.5% | +$3.85K | 0.19% | 59 |
|
|
2024
Q1 | $832K | Buy |
28,515
+2,968
| +12% | +$86.6K | 0.19% | 54 |
|
|
2023
Q4 | $673K | Buy |
+25,547
| New | +$673K | 0.16% | 63 |
|