Private 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 | $3.32M | Buy |
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|
2025
Q2 | $2.78M | Buy |
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|
2025
Q1 | $2.37M | Hold |
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|
2024
Q4 | $2.18M | Buy |
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|
2024
Q3 | $597K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $155K | Sell |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $704K | Sell |
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|
2019
Q2 | $740K | Buy |
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|
2019
Q1 | $636K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3.6M | Buy |
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|
2013
Q3 | $2.89M | Sell |
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|
2013
Q2 | $2.95M | Buy |
|