Ritholtz Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
44,584
+1,470
+3% +$45.6K 0.03% 384
2025
Q1
$1.47M Buy
+43,114
New +$1.47M 0.04% 312
2020
Q1
Sell
-9,750
Closed -$275K 186
2019
Q4
$275K Buy
+9,750
New +$275K 0.04% 119