Plante Moran Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Plante Moran Financial Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45K	Buy	+1,188	New	+$42K	﹤0.01%	328
2025 Q4	–	Sell	-1,648	Closed	-$51.5K	–	842
2025 Q3	$51.5K	Sell	1,648 -10	-0.6%	-$315	﹤0.01%	331
2025 Q2	$51.4K	Sell	1,658 -2,470	-60%	-$77K	﹤0.01%	329
2025 Q1	$141K	Sell	4,128 -7,670	-65%	-$255K	0.01%	202
2024 Q4	$370K	Hold	11,798	–	–	0.03%	106
2024 Q3	$343K	Hold	11,798	–	–	0.03%	120
2024 Q2	$342K	Hold	11,798	–	–	0.03%	110
2024 Q1	$344K	Hold	11,798	–	–	0.04%	110
2023 Q4	$311K	Hold	11,798	–	–	0.03%	121
2023 Q3	$323K	Hold	11,798	–	–	0.04%	103
2023 Q2	$311K	Hold	11,798	–	–	0.04%	113
2023 Q1	$306K	Sell	11,798 -1,451	-11%	-$37.3K	0.04%	110
2022 Q4	$320K	Buy	13,249 +1,451	+12%	+$35.7K	0.05%	112
2022 Q3	$281K	Sell	11,798 -553	-4%	-$14.3K	0.05%	118
2022 Q2	$301K	Buy	12,351 +553	+5%	+$14.5K	0.05%	116
2022 Q1	$305K	Hold	11,798	–	–	0.06%	120
2021 Q4	$259K	Sell	11,798 -360	-3%	-$8.07K	0.04%	154
2021 Q3	$263K	Buy	12,158 +300	+3%	+$6.81K	0.06%	152
2021 Q2	$286K	Sell	11,858 -2,600	-18%	-$61.5K	0.07%	136
2021 Q1	$318K	Buy	14,458 +2,600	+22%	+$57.2K	0.09%	121
2020 Q4	$232K	Buy	11,858 +9,850	+491%	+$183K	0.07%	147
2020 Q3	$32K	Buy	2,008 +300	+18%	+$5.26K	0.01%	396
2020 Q2	$31K	Sell	1,708 -40	-2%	-$715	0.01%	359
2020 Q1	$25K	Buy	1,748 +100	+6%	+$2.32K	0.01%	351
2019 Q4	$46K	Sell	1,648 -1,222	-43%	-$33.1K	0.02%	335
2019 Q3	$82K	Hold	2,870	–	–	0.02%	268
2019 Q2	$83K	Sell	2,870 -611	-18%	-$17.6K	0.03%	249
2019 Q1	$101K	Hold	3,481	–	–	0.03%	222
2018 Q4	$86K	Buy	3,481 +1,833	+111%	+$49.1K	0.03%	220
2018 Q3	$47K	Hold	1,648	–	–	0.02%	305
2018 Q2	$46K	Sell	1,648 -3,421	-67%	-$93.6K	0.02%	341
2018 Q1	$124K	Hold	5,069	–	–	0.07%	204
2017 Q4	$134K	Hold	5,069	–	–	0.07%	181
2017 Q3	$132K	Hold	5,069	–	–	0.08%	164
2017 Q2	$137K	Sell	5,069 -4,442	-47%	-$120K	0.09%	160
2017 Q1	$263K	Sell	9,511 -2,393	-20%	-$66.8K	0.16%	108
2016 Q4	$322K	Sell	11,904 -6,640	-36%	-$173K	0.2%	88
2016 Q3	$512K	Buy	18,544 +1,670	+10%	+$46.1K	0.35%	60
2016 Q2	$494K	Sell	16,874 -425	-2%	-$11.4K	0.36%	56
2016 Q1	$426K	Sell	17,299 -2,525	-13%	-$58.8K	0.33%	66
2015 Q4	$507K	Buy	19,824 +2,526	+15%	+$65.6K	0.38%	61
2015 Q3	$431K	Buy	17,298 +7,130	+70%	+$198K	0.34%	62
2015 Q2	$304K	Sell	10,168 -8,684	-46%	-$284K	0.22%	83
2015 Q1	$621K	Buy	18,852 +17,204	+1,044%	+$576K	0.43%	51
2014 Q4	$60K	Hold	1,648	–	–	0.04%	251
2014 Q3	$66K	Hold	1,648	–	–	0.06%	215
2014 Q2	$65K	Hold	1,648	–	–	0.06%	193
2014 Q1	$57K	Hold	1,648	–	–	0.06%	161
2013 Q4	$55K	Hold	1,648	–	–	0.03%	221
2013 Q3	$50K	Hold	1,648	–	–	0.03%	195
2013 Q2	$51K	Buy	+1,648	New	+$49.9K	0.04%	165