Pettinga Financial Advisors’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 | $313K | Hold |
|
|||||
|
2025
Q2 | $310K | Sell |
|
|||||
|
2025
Q1 | $345K | Sell |
|
|||||
|
2024
Q4 | $574K | Sell |
|
|||||
|
2024
Q3 | $610K | Sell |
|
|||||
|
2024
Q2 | $609K | Sell |
|
|||||
|
2024
Q1 | $631K | Sell |
|
|||||
|
2023
Q4 | $580K | Buy |
|
|||||
|
2023
Q3 | $589K | Hold |
|
|||||
|
2023
Q2 | $567K | Sell |
|
|||||
|
2023
Q1 | $577K | Buy |
|
|||||
|
2022
Q4 | $398K | Buy |
|
|||||
|
2022
Q3 | $334K | Sell |
|
|||||
|
2022
Q2 | $358K | Sell |
|
|||||
|
2022
Q1 | $394K | Buy |
|
|||||
|
2021
Q4 | $328K | Buy |
|
|||||
|
2021
Q3 | $319K | Hold |
|
|||||
|
2021
Q2 | $356K | Sell |
|
|||||
|
2021
Q1 | $329K | Buy |
|
|||||
|
2020
Q4 | $283K | Sell |
|
|||||
|
2020
Q3 | $444K | Buy |
|
|||||
|
2020
Q2 | $480K | Sell |
|
|||||
|
2020
Q1 | $385K | Buy |
|
|||||
|
2019
Q4 | $628K | Buy |
|
|||||
|
2019
Q3 | $568K | Buy |
|
|||||
|
2019
Q2 | $452K | Buy |
|
|||||
|
2019
Q1 | $443K | Sell |
|
|||||
|
2018
Q4 | $452K | Buy |
|