SAM
Satovsky Asset Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
7,936
+131
| +2% | +$4.06K | 0.05% | 49 |
|
|
2025
Q1 | $266K | Buy |
7,805
+124
| +2% | +$4.23K | 0.06% | 44 |
|
|
2024
Q4 | $241K | Buy |
7,681
+127
| +2% | +$3.98K | 0.06% | 44 |
|
|
2024
Q3 | $220K | Buy |
7,554
+330
| +5% | +$9.61K | 0.05% | 52 |
|
|
2024
Q2 | $209K | Buy |
7,224
+127
| +2% | +$3.68K | 0.05% | 48 |
|
|
2024
Q1 | $207K | Buy |
+7,097
| New | +$207K | 0.06% | 47 |
|