Strategic Wealth Partners’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 | $353K | Buy |
+11,379
| New | +$353K | 0.03% | 253 |
|
|
2024
Q4 | $391K | Buy |
11,779
+2,048
| +21% | +$68K | 0.03% | 231 |
|
|
2024
Q3 | $283K | Buy |
9,731
+353
| +4% | +$10.3K | 0.03% | 260 |
|
|
2024
Q2 | $272K | Hold |
9,378
| – | – | 0.03% | 255 |
|
|
2024
Q1 | $274K | Hold |
9,378
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $247K | Sell |
9,378
-1,077
| -10% | -$28.4K | 0.03% | 245 |
|
|
2023
Q3 | $286K | Hold |
10,455
| – | – | 0.04% | 245 |
|
|
2023
Q2 | $275K | Sell |
10,455
-390
| -4% | -$10.3K | 0.04% | 251 |
|
|
2023
Q1 | $281K | Sell |
10,845
-700
| -6% | -$18.1K | 0.04% | 221 |
|
|
2022
Q4 | $278K | Sell |
11,545
-563
| -5% | -$13.6K | 0.05% | 218 |
|
|
2022
Q3 | $288K | Buy |
12,108
+1,077
| +10% | +$25.6K | 0.06% | 224 |
|
|
2022
Q2 | $269K | Hold |
11,031
| – | – | 0.06% | 204 |
|
|
2022
Q1 | $285K | Buy |
11,031
+563
| +5% | +$14.5K | 0.06% | 215 |
|
|
2021
Q4 | $230K | Hold |
10,468
| – | – | 0.04% | 257 |
|
|
2021
Q3 | $227K | Buy |
+10,468
| New | +$227K | 0.07% | 219 |
|
|
2020
Q2 | – | Sell |
-14,071
| Closed | -$396K | – | 142 |
|
|
2020
Q1 | $396K | Hold |
14,071
| – | – | 0.21% | 103 |
|
|
2019
Q4 | $396K | Sell |
14,071
-5,326
| -27% | -$150K | 0.21% | 103 |
|
|
2019
Q3 | $131K | Buy |
19,397
+373
| +2% | +$2.52K | 0.67% | 41 |
|
|
2019
Q2 | $548K | Sell |
19,024
-2,311
| -11% | -$66.6K | 0.26% | 91 |
|
|
2019
Q1 | $625K | Buy |
21,335
+4,323
| +25% | +$127K | 0.29% | 90 |
|
|
2018
Q4 | $461K | Sell |
17,012
-175
| -1% | -$4.74K | 0.23% | 97 |
|
|
2018
Q3 | $494K | Sell |
17,187
-158
| -0.9% | -$4.54K | 0.26% | 94 |
|
|
2018
Q2 | $480K | Sell |
17,345
-3,558
| -17% | -$98.5K | 0.28% | 92 |
|
|
2018
Q1 | $512K | Buy |
20,903
+4,294
| +26% | +$105K | 0.26% | 112 |
|
|
2017
Q4 | $414K | Buy |
+16,609
| New | +$414K | 0.23% | 115 |
|