Rockwood Wealth Management’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 | $906K | Hold |
29,218
| – | – | 0.08% | 45 |
|
|
2025
Q1 | $998K | Hold |
29,218
| – | – | 0.1% | 38 |
|
|
2024
Q4 | $912K | Buy |
29,218
+677
| +2% | +$21.1K | 0.1% | 37 |
|
|
2024
Q3 | $831K | Hold |
28,541
| – | – | 0.09% | 39 |
|
|
2024
Q2 | $827K | Hold |
28,541
| – | – | 0.1% | 39 |
|
|
2024
Q1 | $833K | Hold |
28,541
| – | – | 0.11% | 36 |
|
|
2023
Q4 | $752K | Hold |
28,541
| – | – | 0.11% | 39 |
|
|
2023
Q3 | $781K | Hold |
28,541
| – | – | 0.13% | 32 |
|
|
2023
Q2 | $752K | Hold |
28,541
| – | – | 0.13% | 38 |
|
|
2023
Q1 | $739K | Sell |
28,541
-415
| -1% | -$10.7K | 0.15% | 33 |
|
|
2022
Q4 | $698K | Hold |
28,956
| – | – | 0.16% | 34 |
|
|
2022
Q3 | $689K | Hold |
28,956
| – | – | 0.22% | 27 |
|
|
2022
Q2 | $706K | Hold |
28,956
| – | – | 0.33% | 24 |
|
|
2022
Q1 | $747K | Hold |
28,956
| – | – | 0.36% | 27 |
|
|
2021
Q4 | $636K | Buy |
+28,956
| New | +$636K | 0.28% | 38 |
|