Seven Post Investment Office’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 | $9.37M | Buy |
+302,130
| New | +$9.37M | 3.53% | 8 |
|
|
2020
Q4 | – | Sell |
-33,142
| Closed | -$523K | – | 48 |
|
|
2020
Q3 | $523K | Hold |
33,142
| – | – | 0.21% | 24 |
|
|
2020
Q2 | $602K | Buy |
33,142
+2
| +0% | +$36 | 0.25% | 21 |
|
|
2020
Q1 | $474K | Hold |
33,140
| – | – | 0.25% | 23 |
|
|
2019
Q4 | $933K | Hold |
33,140
| – | – | 0.68% | 13 |
|
|
2019
Q3 | $947K | Hold |
33,140
| – | – | 0.68% | 11 |
|
|
2019
Q2 | $957K | Hold |
33,140
| – | – | 0.65% | 11 |
|
|
2019
Q1 | $964K | Hold |
33,140
| – | – | 0.68% | 11 |
|
|
2018
Q4 | $815K | Buy |
+33,140
| New | +$815K | 0.63% | 11 |
|