Patriot Investment Management Group’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 | $648K | Buy |
20,882
+194
| +0.9% | +$6.02K | 0.04% | 138 |
|
|
2025
Q1 | $706K | Buy |
20,688
+181
| +0.9% | +$6.18K | 0.05% | 129 |
|
|
2024
Q4 | $643K | Buy |
20,507
+190
| +0.9% | +$5.96K | 0.05% | 134 |
|
|
2024
Q3 | $591K | Buy |
20,317
+199
| +1% | +$5.79K | 0.04% | 147 |
|
|
2024
Q2 | $583K | Sell |
20,118
-2,368
| -11% | -$68.6K | 0.05% | 149 |
|
|
2024
Q1 | $656K | Buy |
22,486
+201
| +0.9% | +$5.87K | 0.05% | 138 |
|
|
2023
Q4 | $587K | Sell |
22,285
-3,286
| -13% | -$86.6K | 0.05% | 146 |
|
|
2023
Q3 | $700K | Buy |
25,571
+254
| +1% | +$6.95K | 0.06% | 124 |
|
|
2023
Q2 | $667K | Buy |
25,317
+253
| +1% | +$6.67K | 0.06% | 140 |
|
|
2023
Q1 | $649K | Buy |
25,064
+241
| +1% | +$6.24K | 0.06% | 141 |
|
|
2022
Q4 | $659K | Buy |
24,823
+245
| +1% | +$6.5K | 0.06% | 140 |
|
|
2022
Q3 | $584K | Buy |
24,578
+224
| +0.9% | +$5.32K | 0.06% | 144 |
|
|
2022
Q2 | $593K | Sell |
24,354
-978
| -4% | -$23.8K | 0.06% | 150 |
|
|
2022
Q1 | $653K | Buy |
25,332
+224
| +0.9% | +$5.77K | 0.06% | 147 |
|
|
2021
Q4 | $551K | Buy |
25,108
+6,470
| +35% | +$142K | 0.05% | 170 |
|
|
2021
Q3 | $403K | Buy |
18,638
+1,264
| +7% | +$27.3K | 0.04% | 192 |
|
|
2021
Q2 | $419K | Buy |
17,374
+186
| +1% | +$4.49K | 0.04% | 185 |
|
|
2021
Q1 | $378K | Buy |
+17,188
| New | +$378K | 0.04% | 183 |
|
|
2020
Q4 | – | Sell |
-15,009
| Closed | -$236K | – | 180 |
|
|
2020
Q3 | $236K | Buy |
15,009
+1,007
| +7% | +$15.8K | 0.03% | 203 |
|
|
2020
Q2 | $254K | Buy |
14,002
+1,821
| +15% | +$33.1K | 0.03% | 192 |
|
|
2020
Q1 | $174K | Buy |
12,181
+1,191
| +11% | +$17K | 0.03% | 198 |
|
|
2019
Q4 | $309K | Buy |
10,990
+129
| +1% | +$3.63K | 0.04% | 185 |
|
|
2019
Q3 | $303K | Buy |
10,861
+40
| +0.4% | +$1.12K | 0.04% | 178 |
|
|
2019
Q2 | $312K | Buy |
10,821
+38
| +0.4% | +$1.1K | 0.04% | 175 |
|
|
2019
Q1 | $313K | Buy |
+10,783
| New | +$313K | 0.05% | 177 |
|