Sequoia Financial Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $844K | Buy |
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|
2025
Q2 | $796K | Buy |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $483K | Buy |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $879K | Sell |
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|
2019
Q3 | $901K | Sell |
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|
2019
Q2 | $911K | Sell |
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|
2019
Q1 | $925K | Sell |
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|
2018
Q4 | $888K | Sell |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $912K | Sell |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $976K | Buy |
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|
2017
Q2 | $832K | Buy |
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|
2017
Q1 | $826K | Sell |
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|
2016
Q4 | $921K | Buy |
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|
2016
Q3 | $891K | Sell |
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|
2016
Q2 | $1.37M | Buy |
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|
2016
Q1 | $793K | Sell |
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|
2015
Q4 | $848K | Sell |
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|
2015
Q3 | $843K | Sell |
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|
2015
Q2 | $1.04M | Buy |
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|
2015
Q1 | $1.15M | Buy |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $1.74M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.92M | Sell |
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|
2013
Q4 | $1.97M | Buy |
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