SMH
Sanders Morris Harris’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
735,070
-107,437
| -13% | -$3.33M | 5.44% | 4 |
|
|
2025
Q1 | $28.8M | Sell |
842,507
-9,328
| -1% | -$318K | 4.44% | 4 |
|
|
2024
Q4 | $26.5M | Buy |
851,835
+146,031
| +21% | +$4.54M | 3.95% | 4 |
|
|
2024
Q3 | $20.5M | Buy |
705,804
+154,822
| +28% | +$4.51M | 3.41% | 5 |
|
|
2024
Q2 | $16M | Buy |
550,982
+2,094
| +0.4% | +$60.7K | 2.62% | 6 |
|
|
2024
Q1 | $16M | Buy |
548,888
+540,072
| +6,126% | +$15.8M | 2.94% | 6 |
|
|
2023
Q4 | $237K | Sell |
8,816
-553,577
| -98% | -$14.9M | 0.12% | 151 |
|
|
2023
Q3 | $15.4M | Sell |
562,393
-9,728
| -2% | -$266K | 3.16% | 4 |
|
|
2023
Q2 | $15.1M | Sell |
572,121
-914
| -0.2% | -$24.1K | 3.34% | 4 |
|
|
2023
Q1 | $14.8M | Sell |
573,035
-23,593
| -4% | -$611K | 5.19% | 3 |
|
|
2022
Q4 | $14.4M | Buy |
596,628
+12,238
| +2% | +$295K | 5.45% | 3 |
|
|
2022
Q3 | $13.9M | Buy |
584,390
+236
| +0% | +$5.61K | 3.4% | 4 |
|
|
2022
Q2 | $14.2M | Buy |
584,154
+6,737
| +1% | +$164K | 3.11% | 5 |
|
|
2022
Q1 | $14.9M | Buy |
577,417
+10,796
| +2% | +$279K | 2.9% | 5 |
|
|
2021
Q4 | $12.5M | Buy |
566,621
+39,797
| +8% | +$874K | 2.15% | 12 |
|
|
2021
Q3 | $11.4M | Sell |
526,824
-8,623
| -2% | -$187K | 2.08% | 9 |
|
|
2021
Q2 | $12.9M | Sell |
535,447
-200,500
| -27% | -$4.84M | 2.51% | 7 |
|
|
2021
Q1 | $16.2M | Sell |
735,947
-3,580
| -0.5% | -$78.9K | 3.43% | 5 |
|
|
2020
Q4 | $14.5M | Sell |
739,527
-1,778
| -0.2% | -$34.9K | 3.3% | 5 |
|
|
2020
Q3 | $11.7M | Buy |
741,305
+22,779
| +3% | +$360K | 3.18% | 5 |
|
|
2020
Q2 | $13.1M | Sell |
718,526
-22,231
| -3% | -$404K | 6.35% | 3 |
|
|
2020
Q1 | $11K | Buy |
740,757
+187,314
| +34% | +$2.78K | 0.01% | 123 |
|
|
2019
Q4 | $16.1M | Buy |
553,443
+21,171
| +4% | +$615K | 3.65% | 3 |
|
|
2019
Q3 | $15.2M | Sell |
532,272
-2,411
| -0.5% | -$68.9K | 3.68% | 5 |
|
|
2019
Q2 | $15.4M | Buy |
534,683
+23,912
| +5% | +$690K | 4.01% | 4 |
|
|
2019
Q1 | $14.9M | Sell |
510,771
-83,226
| -14% | -$2.42M | 7.23% | 3 |
|
|
2018
Q4 | $14.6M | Sell |
593,997
-26,238
| -4% | -$645K | 8.02% | 3 |
|
|
2018
Q3 | $17.8M | Sell |
620,235
-9,468
| -2% | -$272K | 8.35% | 2 |
|
|
2018
Q2 | $17.4M | Sell |
629,703
-15,289
| -2% | -$423K | 8.07% | 1 |
|
|
2018
Q1 | $15.8M | Sell |
644,992
-96,276
| -13% | -$2.36M | 6.61% | 3 |
|
|
2017
Q4 | $19.7M | Sell |
741,268
-749
| -0.1% | -$19.9K | 8.3% | 2 |
|
|
2017
Q3 | $19.3M | Sell |
742,017
-34,472
| -4% | -$899K | 8.25% | 2 |
|
|
2017
Q2 | $21M | Buy |
776,489
+4,662
| +0.6% | +$126K | 8.57% | 2 |
|
|
2017
Q1 | $21.3M | Sell |
771,827
-197,737
| -20% | -$5.46M | 7.78% | 2 |
|
|
2016
Q4 | $26.2M | Buy |
969,564
+384,430
| +66% | +$10.4M | 12.12% | 2 |
|
|
2016
Q3 | $16.2M | Sell |
585,134
-1,406
| -0.2% | -$38.9K | 4.9% | 3 |
|
|
2016
Q2 | $17.2M | Buy |
586,540
+2,697
| +0.5% | +$78.9K | 3.99% | 3 |
|
|
2016
Q1 | $14.4M | Buy |
+583,843
| New | +$14.4M | 2.47% | 3 |
|