Pathstone Holdings’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
$10.1M Buy
324,532
+2,886
+0.9% +$89.5K 0.04% 325
2025
Q1
$11M Buy
321,646
+11,609
+4% +$396K 0.05% 310
2024
Q4
$9.72M Buy
310,037
+5,386
+2% +$169K 0.04% 324
2024
Q3
$8.87M Sell
304,651
-186
-0.1% -$5.41K 0.04% 370
2024
Q2
$8.83M Buy
304,837
+15,379
+5% +$446K 0.04% 337
2024
Q1
$8.45M Sell
289,458
-13,085
-4% -$382K 0.04% 350
2023
Q4
$7.97M Buy
+302,543
New +$7.97M 0.04% 300