Redwood Wealth Management Group’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 | $575K | Buy |
18,531
+676
| +4% | +$21K | 0.26% | 87 |
|
2025
Q1 | $610K | Sell |
17,855
-145
| -0.8% | -$4.95K | 0.31% | 73 |
|
2024
Q4 | $565K | Buy |
18,000
+95
| +0.5% | +$2.98K | 0.28% | 83 |
|
2024
Q3 | $521K | Sell |
17,905
-788
| -4% | -$22.9K | 0.26% | 84 |
|
2024
Q2 | $542K | Buy |
18,693
+207
| +1% | +$6K | 0.41% | 51 |
|
2024
Q1 | $539K | Sell |
18,486
-2,844
| -13% | -$83K | 0.57% | 51 |
|
2023
Q4 | $562K | Sell |
21,330
-319
| -1% | -$8.41K | 0.62% | 43 |
|
2023
Q3 | $593K | Buy |
21,649
+1,370
| +7% | +$37.5K | 0.69% | 42 |
|
2023
Q2 | $534K | Buy |
20,279
+44
| +0.2% | +$1.16K | 0.59% | 49 |
|
2023
Q1 | $524K | Buy |
20,235
+1,765
| +10% | +$45.7K | 0.59% | 51 |
|
2022
Q4 | $445K | Buy |
+18,470
| New | +$445K | 0.56% | 47 |
|