Patrick M. Sweeney & Associates’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
$367K Buy
11,644
+303
+3% +$9.55K 0.25% 97
2025
Q1
$387K Buy
11,341
+378
+3% +$12.9K 0.29% 88
2024
Q4
$344K Buy
10,963
+4
+0% +$125 0.26% 101
2024
Q3
$319K Buy
10,959
+333
+3% +$9.69K 0.23% 112
2024
Q2
$300K Buy
10,626
+1,084
+11% +$30.6K 0.24% 104
2024
Q1
$278K Buy
9,542
+550
+6% +$16K 0.23% 109
2023
Q4
$237K Buy
+8,992
New +$237K 0.22% 104