Spire Wealth Management’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 | $808K | Sell |
26,054
-29,220
| -53% | -$906K | 0.03% | 397 |
|
|
2025
Q1 | $1.89M | Buy |
55,274
+26,498
| +92% | +$905K | 0.06% | 277 |
|
|
2024
Q4 | $902K | Sell |
28,776
-458
| -2% | -$14.4K | 0.03% | 418 |
|
|
2024
Q3 | $851K | Sell |
29,234
-2,521
| -8% | -$73.4K | 0.03% | 405 |
|
|
2024
Q2 | $920K | Sell |
31,755
-13,927
| -30% | -$404K | 0.03% | 357 |
|
|
2024
Q1 | $1.33M | Sell |
45,682
-72
| -0.2% | -$2.1K | 0.02% | 311 |
|
|
2023
Q4 | $1.23M | Sell |
45,754
-871
| -2% | -$23.4K | 0.04% | 321 |
|
|
2023
Q3 | $1.28M | Buy |
46,625
+5,105
| +12% | +$140K | 0.05% | 284 |
|
|
2023
Q2 | $1.09M | Sell |
41,520
-2,431
| -6% | -$64.1K | 0.04% | 335 |
|
|
2023
Q1 | $1.14M | Buy |
43,951
+14,324
| +48% | +$371K | 0.04% | 324 |
|
|
2022
Q4 | $715K | Sell |
29,627
-1,666
| -5% | -$40.2K | 0.04% | 286 |
|
|
2022
Q3 | $744K | Sell |
31,293
-16,915
| -35% | -$402K | 0.05% | 265 |
|
|
2022
Q2 | $1.18M | Sell |
48,208
-11,528
| -19% | -$281K | 0.05% | 297 |
|
|
2022
Q1 | $1.54M | Sell |
59,736
-69,554
| -54% | -$1.8M | 0.04% | 312 |
|
|
2021
Q4 | $2.84M | Buy |
129,290
+71,120
| +122% | +$1.56M | 0.06% | 258 |
|
|
2021
Q3 | $1.26M | Buy |
58,170
+452
| +0.8% | +$9.78K | 0.03% | 362 |
|
|
2021
Q2 | $1.39M | Sell |
57,718
-55,880
| -49% | -$1.35M | 0.04% | 348 |
|
|
2021
Q1 | $2.52M | Buy |
+113,598
| New | +$2.52M | 0.07% | 239 |
|