Perigon Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.07M | Sell |
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|
2025
Q2 | $3.15M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.26M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $1.91M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $964K | Sell |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $123K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $229K | Sell |
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|
2017
Q2 | $308K | Sell |
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|
2017
Q1 | $349K | Sell |
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|
2016
Q4 | $396K | Buy |
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|
2016
Q3 | $289K | Buy |
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|
2016
Q2 | $264K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $354K | Sell |
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|
2015
Q3 | $410K | Sell |
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|
2015
Q2 | $791K | Hold |
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|
2015
Q1 | $871K | Hold |
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|
2014
Q4 | $956K | Sell |
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|
2014
Q3 | $1.17M | Hold |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $983K | Hold |
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|
2013
Q4 | $939K | Buy |
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