Phillips Financial 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 | $308K | Hold |
9,922
| – | – | 0.02% | 160 |
|
|
2025
Q1 | $339K | Buy |
9,922
+1,542
| +18% | +$52.6K | 0.03% | 152 |
|
|
2024
Q4 | $263K | Hold |
8,380
| – | – | 0.02% | 157 |
|
|
2024
Q3 | $244K | Hold |
8,380
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $243K | Hold |
8,380
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $245K | Buy |
+8,380
| New | +$245K | 0.02% | 162 |
|
|
2016
Q4 | – | Sell |
-14,644
| Closed | -$394K | – | 68 |
|
|
2016
Q3 | $394K | Hold |
14,644
| – | – | 0.1% | 63 |
|
|
2016
Q2 | $431K | Hold |
14,644
| – | – | 0.12% | 59 |
|
|
2016
Q1 | $354K | Hold |
14,644
| – | – | 0.1% | 58 |
|
|
2015
Q4 | $319K | Hold |
14,644
| – | – | 0.1% | 56 |
|
|
2015
Q3 | $408K | Hold |
14,644
| – | – | 0.12% | 58 |
|
|
2015
Q2 | $417K | Hold |
14,644
| – | – | 0.12% | 59 |
|
|
2015
Q1 | $496K | Hold |
14,644
| – | – | 0.14% | 57 |
|
|
2014
Q4 | $498K | Hold |
14,644
| – | – | 0.14% | 62 |
|
|
2014
Q3 | $531K | Buy |
+14,644
| New | +$531K | 0.16% | 64 |
|