Perennial Investment Advisors’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 | – | Sell |
-6,276
| Closed | -$214K | – | 456 |
|
|
2025
Q1 | $214K | Sell |
6,276
-2,181
| -26% | -$74.5K | 0.02% | 392 |
|
|
2024
Q4 | $265K | Buy |
8,457
+936
| +12% | +$29.4K | 0.03% | 326 |
|
|
2024
Q3 | $219K | Buy |
7,521
+560
| +8% | +$16.3K | 0.03% | 346 |
|
|
2024
Q2 | $202K | Buy |
+6,961
| New | +$202K | 0.03% | 340 |
|
|
2023
Q4 | – | Sell |
-7,357
| Closed | -$201K | – | 331 |
|
|
2023
Q3 | $201K | Buy |
+7,357
| New | +$201K | 0.04% | 303 |
|