Phillips Financial 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 | $314K | Buy |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $245K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $394K | Hold |
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|
2016
Q2 | $431K | Hold |
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|
2016
Q1 | $354K | Hold |
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|
2015
Q4 | $319K | Hold |
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|
2015
Q3 | $408K | Hold |
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|
2015
Q2 | $417K | Hold |
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|
2015
Q1 | $496K | Hold |
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|
2014
Q4 | $498K | Hold |
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|
2014
Q3 | $531K | Buy |
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