Robertson Stephens Wealth Management’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
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|
2025
Q2 | $944K | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.47M | Hold |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $2.03M | Hold |
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|
2023
Q2 | $1.95M | Buy |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.5M | Hold |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $969K | Buy |
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