Patton Albertson Miller 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 | $267K | Hold |
8,606
| – | – | 0.04% | 189 |
|
|
2025
Q1 | $294K | Hold |
8,606
| – | – | 0.04% | 180 |
|
|
2024
Q4 | $270K | Hold |
8,606
| – | – | 0.04% | 188 |
|
|
2024
Q3 | $251K | Hold |
8,606
| – | – | 0.03% | 190 |
|
|
2024
Q2 | $249K | Buy |
+8,606
| New | +$249K | 0.04% | 184 |
|
|
2020
Q1 | – | Sell |
-8,825
| Closed | -$249K | – | 221 |
|
|
2019
Q4 | $249K | Buy |
8,825
+600
| +7% | +$16.9K | 0.07% | 215 |
|
|
2019
Q3 | $235K | Sell |
8,225
-1,700
| -17% | -$48.6K | 0.07% | 220 |
|
|
2019
Q2 | $282K | Buy |
+9,925
| New | +$282K | 0.08% | 204 |
|
|
2018
Q4 | – | Sell |
-2,580
| Closed | -$69K | – | 171 |
|
|
2018
Q3 | $69K | Buy |
+2,580
| New | +$69K | 0.04% | 158 |
|
|
2018
Q1 | – | Sell |
-7,730
| Closed | -$205K | – | 116 |
|
|
2017
Q4 | $205K | Hold |
7,730
| – | – | 0.08% | 122 |
|
|
2017
Q3 | $203K | Hold |
7,730
| – | – | 0.09% | 126 |
|
|
2017
Q2 | $210K | Sell |
7,730
-370
| -5% | -$10.1K | 0.09% | 125 |
|
|
2017
Q1 | $217K | Hold |
8,100
| – | – | 0.09% | 131 |
|
|
2016
Q4 | $219K | Hold |
8,100
| – | – | 0.09% | 124 |
|
|
2016
Q3 | $224K | Hold |
8,100
| – | – | 0.1% | 125 |
|
|
2016
Q2 | $237K | Buy |
+8,100
| New | +$237K | 0.11% | 119 |
|