Sawyer & Company’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 | $183K | Hold |
5,900
| – | – | 0.07% | 93 |
|
2025
Q1 | $201K | Hold |
5,900
| – | – | 0.08% | 93 |
|
2024
Q4 | $185K | Hold |
5,900
| – | – | 0.07% | 97 |
|
2024
Q3 | $172K | Hold |
5,900
| – | – | 0.06% | 103 |
|
2024
Q2 | $171K | Hold |
5,900
| – | – | 0.07% | 99 |
|
2024
Q1 | $172K | Hold |
5,900
| – | – | 0.07% | 99 |
|
2023
Q4 | $155K | Hold |
5,900
| – | – | 0.07% | 100 |
|
2023
Q3 | $161K | Hold |
5,900
| – | – | 0.08% | 100 |
|
2023
Q2 | $155K | Hold |
5,900
| – | – | 0.07% | 101 |
|
2023
Q1 | $157K | Hold |
5,900
| – | – | 0.08% | 98 |
|
2022
Q4 | $142K | Hold |
5,900
| – | – | 0.07% | 103 |
|
2022
Q3 | $140K | Hold |
5,900
| – | – | 0.08% | 102 |
|
2022
Q2 | $144K | Hold |
5,900
| – | – | 0.07% | 105 |
|
2022
Q1 | $152K | Buy |
5,900
+200
| +4% | +$5.15K | 0.07% | 108 |
|
2021
Q4 | $125K | Hold |
5,700
| – | – | 0.05% | 112 |
|
2021
Q3 | $123K | Buy |
+5,700
| New | +$123K | 0.06% | 112 |
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 172 |
|
2018
Q4 | $25K | Sell |
1,000
-1,000
| -50% | -$25K | 0.02% | 137 |
|
2018
Q3 | $57K | Hold |
2,000
| – | – | 0.03% | 129 |
|
2018
Q2 | $55K | Hold |
2,000
| – | – | 0.04% | 128 |
|
2018
Q1 | $49K | Hold |
2,000
| – | – | 0.03% | 132 |
|
2017
Q4 | $53K | Buy |
+2,000
| New | +$53K | 0.03% | 124 |
|