Principle Wealth Partners’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 | $354K | Buy |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $642 | Sell |
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|
2022
Q2 | $782K | Sell |
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|
2022
Q1 | $957K | Buy |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $870K | Buy |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $792K | Buy |
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|
2020
Q4 | $653K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $117K | Buy |
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