Phillips Wealth Planners’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 | $353K | Buy |
11,121
+99
| +0.9% | +$3.14K | 0.32% | 109 |
|
|
2025
Q1 | $327K | Sell |
11,022
-57
| -0.5% | -$1.69K | 0.35% | 101 |
|
|
2024
Q4 | $356K | Sell |
11,079
-26
| -0.2% | -$836 | 0.36% | 95 |
|
|
2024
Q3 | $324K | Sell |
11,105
-227
| -2% | -$6.63K | 0.31% | 121 |
|
|
2024
Q2 | $330K | Sell |
11,332
-209
| -2% | -$6.09K | 0.35% | 99 |
|
|
2024
Q1 | $327K | Buy |
11,541
+413
| +4% | +$11.7K | 0.38% | 97 |
|
|
2023
Q4 | $297K | Sell |
11,128
-544
| -5% | -$14.5K | 0.36% | 98 |
|
|
2023
Q3 | $322K | Buy |
11,672
+1,172
| +11% | +$32.3K | 0.44% | 88 |
|
|
2023
Q2 | $277K | Buy |
10,500
+26
| +0.2% | +$685 | 0.36% | 101 |
|
|
2023
Q1 | $275K | Sell |
10,474
-278
| -3% | -$7.31K | 0.36% | 103 |
|
|
2022
Q4 | $284K | Buy |
+10,752
| New | +$284K | 0.5% | 76 |
|