Seven Post Investment Office’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
$9.45M Hold
2025
Q2
$9.37M Buy
2020
Q4
Sell
2020
Q3
$523K Hold
2020
Q2
$602K Buy
2020
Q1
$474K Hold
2019
Q4
$933K Hold
2019
Q3
$947K Hold
2019
Q2
$957K Hold
2019
Q1
$964K Hold
2018
Q4
$815K Buy