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Patten Group’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
50,575
-49
-0.1% -$1.52K 0.33% 92
2025
Q1
$1.73M Sell
50,624
-1,781
-3% -$60.8K 0.4% 78
2024
Q4
$1.64M Sell
52,405
-192
-0.4% -$6.02K 0.36% 78
2024
Q3
$1.53M Buy
52,597
+2,334
+5% +$67.9K 0.34% 87
2024
Q2
$1.46M Buy
50,263
+2,181
+5% +$63.2K 0.34% 83
2024
Q1
$1.4M Buy
48,082
+1,789
+4% +$52.2K 0.35% 87
2023
Q4
$1.22M Buy
46,293
+1,190
+3% +$31.4K 0.33% 91
2023
Q3
$1.23M Buy
45,103
+156
+0.3% +$4.27K 0.37% 79
2023
Q2
$1.18M Sell
44,947
-96
-0.2% -$2.53K 0.18% 83
2023
Q1
$1.17M Hold
45,043
0.35% 85
2022
Q4
$1.09M Buy
45,043
+1,269
+3% +$30.6K 0.34% 90
2022
Q3
$1.09M Buy
43,774
+90
+0.2% +$2.25K 0.38% 84
2022
Q2
$1.07M Buy
43,684
+179
+0.4% +$4.4K 0.34% 87
2022
Q1
$1.12M Sell
43,505
-2,458
-5% -$63.4K 0.32% 94
2021
Q4
$1.01M Buy
45,963
+11,605
+34% +$255K 0.27% 108
2021
Q3
$744K Buy
34,358
+1,444
+4% +$31.3K 0.22% 122
2021
Q2
$794K Buy
32,914
+4,787
+17% +$115K 0.23% 115
2021
Q1
$619K Buy
28,127
+1,160
+4% +$25.5K 0.2% 129
2020
Q4
$528K Buy
26,967
+9,500
+54% +$186K 0.14% 144
2020
Q3
$276K Sell
17,467
-1,805
-9% -$28.5K 0.11% 185
2020
Q2
$350K Buy
19,272
+100
+0.5% +$1.82K 0.15% 145
2020
Q1
$274K Sell
19,172
-330
-2% -$4.72K 0.14% 148
2019
Q4
$549K Buy
19,502
+2,455
+14% +$69.1K 0.2% 119
2019
Q3
$487K Buy
17,047
+1,860
+12% +$53.1K 0.2% 118
2019
Q2
$438K Buy
15,187
+50
+0.3% +$1.44K 0.18% 130
2019
Q1
$440K Sell
15,137
-125
-0.8% -$3.63K 0.19% 120
2018
Q4
$375K Sell
15,262
-1,375
-8% -$33.8K 0.18% 119
2018
Q3
$478K Buy
16,637
+11,335
+214% +$326K 0.18% 121
2018
Q2
$147K Buy
5,302
+150
+3% +$4.16K 0.06% 214
2018
Q1
$126K Hold
5,152
0.05% 222
2017
Q4
$137K Hold
5,152
0.05% 218
2017
Q3
$134K Hold
5,152
0.05% 229
2017
Q2
$137K Sell
5,152
-854
-14% -$22.7K 0.06% 228
2017
Q1
$167K Hold
6,006
0.07% 192
2016
Q4
$175K Hold
6,006
0.08% 186
2016
Q3
$163K Hold
6,006
0.08% 189
2016
Q2
$176K Hold
6,006
0.08% 178
2016
Q1
$148K Hold
6,006
0.07% 193
2015
Q4
$154K Hold
6,006
0.07% 182
2015
Q3
$150K Sell
6,006
-100
-2% -$2.49K 0.08% 187
2015
Q2
$183K Hold
6,106
0.09% 178
2015
Q1
$201K Hold
6,106
0.1% 168
2014
Q4
$220K Buy
+6,106
New +$220K 0.11% 164