SIA
Schear Investment Advisers’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
13,751
| – | – | 0.21% | 76 |
|
|
2025
Q1 | $469K | Hold |
13,751
| – | – | 0.27% | 72 |
|
|
2024
Q4 | $431K | Hold |
13,751
| – | – | 0.23% | 76 |
|
|
2024
Q3 | $400K | Hold |
13,751
| – | – | 0.25% | 76 |
|
|
2024
Q2 | $399K | Hold |
13,751
| – | – | 0.29% | 72 |
|
|
2024
Q1 | $401K | Sell |
13,751
-173
| -1% | -$5.05K | 0.32% | 72 |
|
|
2023
Q4 | $367K | Hold |
13,924
| – | – | 0.35% | 65 |
|
|
2023
Q3 | $381K | Hold |
13,924
| – | – | 0.41% | 66 |
|
|
2023
Q2 | $367K | Hold |
13,924
| – | – | 0.39% | 68 |
|
|
2023
Q1 | $361K | Hold |
13,924
| – | – | 0.43% | 69 |
|
|
2022
Q4 | $336K | Buy |
+13,924
| New | +$336K | 0.41% | 74 |
|