Perissos Private Wealth Management’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 | $944K | Sell |
30,448
-5,513
| -15% | -$171K | 0.75% | 38 |
|
|
2025
Q1 | $1.23M | Hold |
35,961
| – | – | 1.12% | 32 |
|
|
2024
Q4 | $1.13M | Buy |
35,961
+500
| +1% | +$15.7K | 0.84% | 42 |
|
|
2024
Q3 | $1.03M | Buy |
35,461
+500
| +1% | +$14.6K | 0.83% | 39 |
|
|
2024
Q2 | $1.01M | Sell |
34,961
-1,234
| -3% | -$35.8K | 0.91% | 34 |
|
|
2024
Q1 | $1.06M | Buy |
+36,195
| New | +$1.06M | 0.96% | 35 |
|