Robertson Stephens Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
30,426
+130
| +0.4% | +$4.03K | 0.03% | 274 |
|
|
2025
Q1 | $1.03M | Sell |
30,296
-3,684
| -11% | -$126K | 0.04% | 260 |
|
|
2024
Q4 | $1.07M | Sell |
33,980
-16,631
| -33% | -$522K | 0.04% | 251 |
|
|
2024
Q3 | $1.47M | Hold |
50,611
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $1.47M | Sell |
50,611
-4,301
| -8% | -$125K | 0.07% | 175 |
|
|
2024
Q1 | $1.6M | Buy |
54,912
+5,636
| +11% | +$164K | 0.09% | 176 |
|
|
2023
Q4 | $1.3M | Sell |
49,276
-24,800
| -33% | -$653K | 0.08% | 196 |
|
|
2023
Q3 | $2.03M | Hold |
74,076
| – | – | 0.14% | 139 |
|
|
2023
Q2 | $1.95M | Buy |
74,076
+1,145
| +2% | +$30.2K | 0.14% | 131 |
|
|
2023
Q1 | $1.89M | Buy |
72,931
+10,540
| +17% | +$273K | 0.15% | 128 |
|
|
2022
Q4 | $1.5M | Hold |
62,391
| – | – | 0.15% | 134 |
|
|
2022
Q3 | $1.48M | Sell |
62,391
-31,860
| -34% | -$757K | 0.15% | 114 |
|
|
2022
Q2 | $2.3M | Buy |
94,251
+37,800
| +67% | +$921K | 0.22% | 92 |
|
|
2022
Q1 | $1.46M | Buy |
56,451
+19
| +0% | +$490 | 0.12% | 142 |
|
|
2021
Q4 | $1.24M | Buy |
56,432
+2,809
| +5% | +$61.7K | 0.1% | 159 |
|
|
2021
Q3 | $1.16M | Sell |
53,623
-2,849
| -5% | -$61.6K | 0.13% | 104 |
|
|
2021
Q2 | $1.36M | Sell |
56,472
-6,111
| -10% | -$147K | 0.16% | 99 |
|
|
2021
Q1 | $1.38M | Buy |
62,583
+1,942
| +3% | +$42.8K | 0.22% | 79 |
|
|
2020
Q4 | $1.19M | Buy |
60,641
+18,340
| +43% | +$359K | 0.25% | 76 |
|
|
2020
Q3 | $667K | Sell |
42,301
-11,057
| -21% | -$174K | 0.16% | 116 |
|
|
2020
Q2 | $969K | Buy |
+53,358
| New | +$969K | 0.28% | 71 |
|