Sage Advisors’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
$5.91M Buy
190,511
+308
+0.2% +$9.55K 4.22% 5
2025
Q1
$6.49M Buy
190,203
+3,973
+2% +$136K 4.57% 6
2024
Q4
$5.84M Buy
186,230
+3,553
+2% +$111K 4.36% 7
2024
Q3
$5.32M Buy
182,677
+177
+0.1% +$5.15K 4.19% 6
2024
Q2
$5.29M Buy
182,500
+65
+0% +$1.88K 4.3% 6
2024
Q1
$5.32M Buy
182,435
+7,323
+4% +$214K 4.74% 6
2023
Q4
$4.61M Buy
+175,112
New +$4.61M 4.58% 6