SSWM
Sheets Smith Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
219,790
-1,000
| -0.5% | -$31K | 0.8% | 29 |
|
|
2025
Q1 | $7.54M | Sell |
220,790
-11,300
| -5% | -$386K | 0.94% | 26 |
|
|
2024
Q4 | $7.28M | Hold |
232,090
| – | – | 0.89% | 28 |
|
|
2024
Q3 | $6.76M | Sell |
232,090
-12,420
| -5% | -$362K | 0.83% | 30 |
|
|
2024
Q2 | $7.09M | Sell |
244,510
-25,000
| -9% | -$725K | 0.85% | 29 |
|
|
2024
Q1 | $7.86M | Buy |
269,510
+25,000
| +10% | +$730K | 0.88% | 28 |
|
|
2023
Q4 | $6.44M | Buy |
244,510
+7,000
| +3% | +$184K | 0.92% | 30 |
|
|
2023
Q3 | $6.5M | Sell |
237,510
-3,035
| -1% | -$83.1K | 0.99% | 25 |
|
|
2023
Q2 | $6.34M | Sell |
240,545
-799
| -0.3% | -$21.1K | 0.93% | 29 |
|
|
2023
Q1 | $6.25M | Buy |
241,344
+8
| +0% | +$207 | 0.96% | 26 |
|
|
2022
Q4 | $5.82M | Buy |
241,336
+6,983
| +3% | +$168K | 0.91% | 30 |
|
|
2022
Q3 | $5.57M | Buy |
234,353
+9,607
| +4% | +$228K | 0.93% | 26 |
|
|
2022
Q2 | $5.48M | Sell |
224,746
-9,593
| -4% | -$234K | 0.9% | 28 |
|
|
2022
Q1 | $6.05M | Buy |
234,339
+1,489
| +0.6% | +$38.4K | 0.83% | 33 |
|
|
2021
Q4 | $5.11M | Buy |
232,850
+6,108
| +3% | +$134K | 0.63% | 40 |
|
|
2021
Q3 | $4.91M | Buy |
226,742
+65,107
| +40% | +$1.41M | 0.67% | 40 |
|
|
2021
Q2 | $3.9M | Buy |
161,635
+78,000
| +93% | +$1.88M | 0.53% | 49 |
|
|
2021
Q1 | $1.84M | Sell |
83,635
-545
| -0.6% | -$12K | 0.27% | 94 |
|
|
2020
Q4 | $1.65M | Hold |
84,180
| – | – | 0.25% | 99 |
|
|
2020
Q3 | $1.33M | Buy |
84,180
+350
| +0.4% | +$5.53K | 0.23% | 101 |
|
|
2020
Q2 | $1.52M | Buy |
83,830
+175
| +0.2% | +$3.18K | 0.3% | 80 |
|
|
2020
Q1 | $1.2M | Buy |
83,655
+17,220
| +26% | +$246K | 0.25% | 98 |
|
|
2019
Q4 | $1.87M | Buy |
66,435
+5,885
| +10% | +$166K | 0.36% | 72 |
|
|
2019
Q3 | $1.73M | Sell |
60,550
-7,600
| -11% | -$217K | 0.36% | 77 |
|
|
2019
Q2 | $1.97M | Hold |
68,150
| – | – | 0.4% | 76 |
|
|
2019
Q1 | $1.98M | Hold |
68,150
| – | – | 0.43% | 66 |
|
|
2018
Q4 | $1.68M | Buy |
68,150
+4,600
| +7% | +$113K | 0.45% | 70 |
|
|
2018
Q3 | $1.83M | Hold |
63,550
| – | – | 0.38% | 69 |
|
|
2018
Q2 | $1.76M | Buy |
63,550
+175
| +0.3% | +$4.84K | 0.41% | 62 |
|
|
2018
Q1 | $1.55M | Sell |
63,375
-194
| -0.3% | -$4.75K | 0.37% | 75 |
|
|
2017
Q4 | $1.69M | Sell |
63,569
-128
| -0.2% | -$3.39K | 0.4% | 72 |
|
|
2017
Q3 | $1.66M | Sell |
63,697
-992
| -2% | -$25.9K | 0.42% | 68 |
|
|
2017
Q2 | $1.75M | Hold |
64,689
| – | – | 0.46% | 68 |
|
|
2017
Q1 | $1.79M | Sell |
64,689
-3,000
| -4% | -$82.8K | 0.47% | 66 |
|
|
2016
Q4 | $1.83M | Hold |
67,689
| – | – | 0.51% | 57 |
|
|
2016
Q3 | $1.87M | Hold |
67,689
| – | – | 0.53% | 54 |
|
|
2016
Q2 | $1.98M | Hold |
67,689
| – | – | 0.58% | 51 |
|
|
2016
Q1 | $1.67M | Sell |
67,689
-1,600
| -2% | -$39.4K | 0.51% | 57 |
|
|
2015
Q4 | $1.77M | Sell |
69,289
-1,494
| -2% | -$38.2K | 0.54% | 54 |
|
|
2015
Q3 | $1.76M | Buy |
70,783
+728
| +1% | +$18.1K | 0.6% | 49 |
|
|
2015
Q2 | $2.09M | Sell |
70,055
-5,300
| -7% | -$158K | 0.57% | 48 |
|
|
2015
Q1 | $2.48M | Sell |
75,355
-18,128
| -19% | -$597K | 0.69% | 37 |
|
|
2014
Q4 | $3.38M | Sell |
93,483
-3,211
| -3% | -$116K | 0.88% | 31 |
|
|
2014
Q3 | $3.9M | Buy |
96,694
+48,172
| +99% | +$1.94M | 1.06% | 22 |
|
|
2014
Q2 | $3.8M | Buy |
48,522
+3,112
| +7% | +$244K | 1.02% | 24 |
|
|
2014
Q1 | $3.15M | Sell |
45,410
-1,111
| -2% | -$77.1K | 0.88% | 29 |
|
|
2013
Q4 | $3.08M | Sell |
46,521
-760
| -2% | -$50.4K | 0.85% | 31 |
|
|
2013
Q3 | $2.89M | Sell |
47,281
-384
| -0.8% | -$23.4K | 0.94% | 28 |
|
|
2013
Q2 | $2.96M | Buy |
+47,665
| New | +$2.96M | 1.01% | 26 |
|