PSI 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 | $543K | Sell |
17,504
-1,828
| -9% | -$56.7K | 0.27% | 50 |
|
|
2025
Q1 | $660K | Sell |
19,332
-600
| -3% | -$20.5K | 0.21% | 59 |
|
|
2024
Q4 | $625K | Sell |
19,932
-700
| -3% | -$22K | 0.19% | 65 |
|
|
2024
Q3 | $601K | Sell |
20,632
-453
| -2% | -$13.2K | 0.18% | 76 |
|
|
2024
Q2 | $611K | Buy |
21,085
+436
| +2% | +$12.6K | 0.19% | 73 |
|
|
2024
Q1 | $603K | Sell |
20,649
-95
| -0.5% | -$2.77K | 0.22% | 67 |
|
|
2023
Q4 | $547K | Sell |
20,744
-341
| -2% | -$8.99K | 0.2% | 77 |
|
|
2023
Q3 | $577K | Buy |
21,085
+1,046
| +5% | +$28.6K | 0.25% | 70 |
|
|
2023
Q2 | $528K | Sell |
20,039
-92
| -0.5% | -$2.42K | 0.23% | 72 |
|
|
2023
Q1 | $521K | Buy |
20,131
+386
| +2% | +$10K | 0.25% | 66 |
|
|
2022
Q4 | $476K | Buy |
19,745
+3,814
| +24% | +$92K | 0.25% | 66 |
|
|
2022
Q3 | $379K | Buy |
15,931
+3,718
| +30% | +$88.5K | 0.2% | 83 |
|
|
2022
Q2 | $301K | Buy |
12,213
+2,032
| +20% | +$50.1K | 0.15% | 104 |
|
|
2022
Q1 | $263K | Sell |
10,181
-400
| -4% | -$10.3K | 0.11% | 118 |
|
|
2021
Q4 | $232K | Buy |
10,581
+600
| +6% | +$13.2K | 0.09% | 138 |
|
|
2021
Q3 | $216K | Buy |
9,981
+290
| +3% | +$6.28K | 0.1% | 138 |
|
|
2021
Q2 | $233K | Sell |
9,691
-100
| -1% | -$2.4K | 0.12% | 121 |
|
|
2021
Q1 | $215K | Buy |
+9,791
| New | +$215K | 0.13% | 120 |
|
|
2020
Q1 | – | Sell |
-9,134
| Closed | -$257K | – | 246 |
|
|
2019
Q4 | $257K | Buy |
+9,134
| New | +$257K | 0.17% | 113 |
|