Personal CFO Solutions’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 | $612K | Sell |
19,724
-1,776
| -8% | -$55.1K | 0.11% | 190 |
|
|
2025
Q1 | $734K | Buy |
21,500
+160
| +0.7% | +$5.46K | 0.15% | 153 |
|
|
2024
Q4 | $669K | Sell |
21,340
-270
| -1% | -$8.47K | 0.13% | 166 |
|
|
2024
Q3 | $629K | Buy |
21,610
+24
| +0.1% | +$699 | 0.09% | 215 |
|
|
2024
Q2 | $626K | Buy |
21,586
+24
| +0.1% | +$696 | 0.1% | 204 |
|
|
2024
Q1 | $629K | Buy |
21,562
+24
| +0.1% | +$700 | 0.1% | 204 |
|
|
2023
Q4 | $568K | Buy |
21,538
+24
| +0.1% | +$632 | 0.1% | 204 |
|
|
2023
Q3 | $589K | Sell |
21,514
-5,753
| -21% | -$157K | 0.12% | 166 |
|
|
2023
Q2 | $718K | Buy |
27,267
+578
| +2% | +$15.2K | 0.15% | 141 |
|
|
2023
Q1 | $691K | Buy |
26,689
+1,276
| +5% | +$33K | 0.14% | 138 |
|
|
2022
Q4 | $613K | Sell |
25,413
-2,739
| -10% | -$66.1K | 0.13% | 158 |
|
|
2022
Q3 | $669K | Sell |
28,152
-1,980
| -7% | -$47.1K | 0.17% | 120 |
|
|
2022
Q2 | $734K | Buy |
30,132
+3,388
| +13% | +$82.5K | 0.17% | 100 |
|
|
2022
Q1 | $690K | Buy |
26,744
+6,062
| +29% | +$156K | 0.14% | 142 |
|
|
2021
Q4 | $454K | Buy |
20,682
+2,506
| +14% | +$55K | 0.09% | 215 |
|
|
2021
Q3 | $393K | Buy |
18,176
+4,208
| +30% | +$91K | 0.08% | 222 |
|
|
2021
Q2 | $337K | Buy |
13,968
+19
| +0.1% | +$458 | 0.07% | 258 |
|
|
2021
Q1 | $307K | Sell |
13,949
-728
| -5% | -$16K | 0.07% | 252 |
|
|
2020
Q4 | $288K | Buy |
14,677
+1,090
| +8% | +$21.4K | 0.07% | 255 |
|
|
2020
Q3 | $0 | Sell |
13,587
-425
| -3% | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $255K | Buy |
14,012
+2,213
| +19% | +$40.3K | 0.08% | 238 |
|
|
2020
Q1 | $169K | Buy |
11,799
+799
| +7% | +$11.4K | 0.06% | 250 |
|
|
2019
Q4 | $310K | Hold |
11,000
| – | – | 0.09% | 195 |
|
|
2019
Q3 | $314K | Buy |
+11,000
| New | +$314K | 0.13% | 190 |
|