Plante Moran 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 | $51.5K | Sell |
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|
2025
Q2 | $51.4K | Sell |
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|
2025
Q1 | $141K | Sell |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q2 | $31K | Sell |
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|
2020
Q1 | $25K | Buy |
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|
2019
Q4 | $46K | Sell |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $83K | Sell |
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|
2019
Q1 | $101K | Hold |
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|
2018
Q4 | $86K | Buy |
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|
2018
Q3 | $47K | Hold |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $124K | Hold |
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|
2017
Q4 | $134K | Hold |
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|
2017
Q3 | $132K | Hold |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $322K | Sell |
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|
2016
Q3 | $512K | Buy |
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|
2016
Q2 | $494K | Sell |
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|
2016
Q1 | $426K | Sell |
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|
2015
Q4 | $507K | Buy |
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|
2015
Q3 | $431K | Buy |
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|
2015
Q2 | $304K | Sell |
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|
2015
Q1 | $621K | Buy |
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|
2014
Q4 | $60K | Hold |
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|
2014
Q3 | $66K | Hold |
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|
2014
Q2 | $65K | Hold |
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|
2014
Q1 | $57K | Hold |
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|
2013
Q4 | $55K | Hold |
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|
2013
Q3 | $50K | Hold |
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|
2013
Q2 | $51K | Buy |
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