Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $276K | Hold |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $253K | Hold |
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|
2022
Q3 | $249K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $892K | Buy |
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|
2019
Q2 | $794K | Hold |
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|
2019
Q1 | $801K | Hold |
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|
2018
Q4 | $677K | Buy |
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|
2018
Q3 | $752K | Hold |
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|
2018
Q2 | $724K | Hold |
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|
2018
Q1 | $641K | Hold |
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|
2017
Q4 | $694K | Hold |
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|
2017
Q3 | $683K | Sell |
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|
2017
Q2 | $725K | Buy |
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|
2017
Q1 | $723K | Sell |
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|
2016
Q4 | $762K | Hold |
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|
2016
Q3 | $779K | Hold |
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|
2016
Q2 | $825K | Hold |
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|
2016
Q1 | $694K | Sell |
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|
2015
Q4 | $729K | Sell |
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|
2015
Q3 | $849K | Sell |
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|
2015
Q2 | $1.14M | Buy |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $1.02M | Hold |
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|
2014
Q3 | $1.14M | Sell |
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|
2014
Q2 | $1.18M | Buy |
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|
2014
Q1 | $977K | Hold |
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|
2013
Q4 | $934K | Buy |
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|
2013
Q3 | $799K | Buy |
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