Private Wealth Partners’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 | $2.78M | Buy |
89,600
+20,100
| +29% | +$623K | 0.22% | 62 |
|
|
2025
Q1 | $2.37M | Hold |
69,500
| – | – | 0.2% | 65 |
|
|
2024
Q4 | $2.18M | Buy |
69,500
+49,000
| +239% | +$1.54M | 0.17% | 65 |
|
|
2024
Q3 | $597K | Buy |
+20,500
| New | +$597K | 0.05% | 117 |
|
|
2020
Q2 | – | Sell |
-10,845
| Closed | -$155K | – | 111 |
|
|
2020
Q1 | $155K | Sell |
10,845
-3,790
| -26% | -$54.2K | 0.03% | 109 |
|
|
2019
Q4 | $412K | Sell |
14,635
-10,000
| -41% | -$282K | 0.06% | 94 |
|
|
2019
Q3 | $704K | Sell |
24,635
-1,000
| -4% | -$28.6K | 0.11% | 73 |
|
|
2019
Q2 | $740K | Buy |
25,635
+3,790
| +17% | +$109K | 0.11% | 74 |
|
|
2019
Q1 | $636K | Buy |
+21,845
| New | +$636K | 0.1% | 76 |
|
|
2014
Q1 | – | Sell |
-108,696
| Closed | -$3.6M | – | 161 |
|
|
2013
Q4 | $3.6M | Buy |
108,696
+14,000
| +15% | +$464K | 0.8% | 38 |
|
|
2013
Q3 | $2.89M | Sell |
94,696
-200
| -0.2% | -$6.1K | 0.68% | 45 |
|
|
2013
Q2 | $2.95M | Buy |
+94,896
| New | +$2.95M | 0.74% | 42 |
|