Sound View Wealth Advisors Group’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
Q2 | $7.63M | Sell |
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|
2025
Q1 | $8.46M | Sell |
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|
2024
Q4 | $7.91M | Buy |
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|
2024
Q3 | $7.29M | Buy |
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|
2024
Q2 | $7.2M | Hold |
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|
2024
Q1 | $7.25M | Buy |
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|
2023
Q4 | $6.53M | Sell |
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|
2023
Q3 | $6.85M | Buy |
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|
2023
Q2 | $6.55M | Sell |
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|
2023
Q1 | $6.52M | Buy |
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|
2022
Q4 | $6.53M | Sell |
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|
2022
Q3 | $5.96M | Hold |
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|
2022
Q2 | $6.11M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $223K | Buy |
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