Plante Moran Financial Advisors’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 | $51.4K | Sell |
1,658
-2,470
| -60% | -$76.6K | ﹤0.01% | 329 |
|
|
2025
Q1 | $141K | Sell |
4,128
-7,670
| -65% | -$262K | 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% | -$37.6K | 0.04% | 110 |
|
|
2022
Q4 | $320K | Buy |
13,249
+1,451
| +12% | +$35K | 0.05% | 112 |
|
|
2022
Q3 | $281K | Sell |
11,798
-553
| -4% | -$13.2K | 0.05% | 118 |
|
|
2022
Q2 | $301K | Buy |
12,351
+553
| +5% | +$13.5K | 0.05% | 116 |
|
|
2022
Q1 | $305K | Hold |
11,798
| – | – | 0.06% | 120 |
|
|
2021
Q4 | $259K | Sell |
11,798
-360
| -3% | -$7.9K | 0.04% | 154 |
|
|
2021
Q3 | $263K | Buy |
12,158
+300
| +3% | +$6.49K | 0.06% | 152 |
|
|
2021
Q2 | $286K | Sell |
11,858
-2,600
| -18% | -$62.7K | 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% | +$193K | 0.07% | 147 |
|
|
2020
Q3 | $32K | Buy |
2,008
+300
| +18% | +$4.78K | 0.01% | 395 |
|
|
2020
Q2 | $31K | Sell |
1,708
-40
| -2% | -$726 | 0.01% | 358 |
|
|
2020
Q1 | $25K | Buy |
1,748
+100
| +6% | +$1.43K | 0.01% | 350 |
|
|
2019
Q4 | $46K | Sell |
1,648
-1,222
| -43% | -$34.1K | 0.02% | 334 |
|
|
2019
Q3 | $82K | Hold |
2,870
| – | – | 0.02% | 268 |
|
|
2019
Q2 | $83K | Sell |
2,870
-611
| -18% | -$17.7K | 0.03% | 247 |
|
|
2019
Q1 | $101K | Hold |
3,481
| – | – | 0.03% | 220 |
|
|
2018
Q4 | $86K | Buy |
3,481
+1,833
| +111% | +$45.3K | 0.03% | 218 |
|
|
2018
Q3 | $47K | Hold |
1,648
| – | – | 0.02% | 303 |
|
|
2018
Q2 | $46K | Sell |
1,648
-3,421
| -67% | -$95.5K | 0.02% | 339 |
|
|
2018
Q1 | $124K | Hold |
5,069
| – | – | 0.07% | 202 |
|
|
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% | -$66.2K | 0.16% | 107 |
|
|
2016
Q4 | $322K | Sell |
11,904
-6,640
| -36% | -$180K | 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% | -$12.4K | 0.36% | 56 |
|
|
2016
Q1 | $426K | Sell |
17,299
-2,525
| -13% | -$62.2K | 0.33% | 66 |
|
|
2015
Q4 | $507K | Buy |
19,824
+2,526
| +15% | +$64.6K | 0.38% | 61 |
|
|
2015
Q3 | $431K | Buy |
17,298
+7,130
| +70% | +$178K | 0.34% | 62 |
|
|
2015
Q2 | $304K | Sell |
10,168
-8,684
| -46% | -$260K | 0.22% | 83 |
|
|
2015
Q1 | $621K | Buy |
18,852
+17,204
| +1,044% | +$567K | 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 | +$51K | 0.04% | 165 |
|