Summit Asset Management’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 | $389K | Sell |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $445K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $253K | Hold |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $331K | Sell |
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|
2017
Q2 | $346K | Hold |
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|
2017
Q1 | $353K | Hold |
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|
2016
Q4 | $346K | Hold |
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|
2016
Q3 | $353K | Hold |
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|
2016
Q2 | $374K | Hold |
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|
2016
Q1 | $315K | Hold |
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|
2015
Q4 | $327K | Sell |
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|
2015
Q3 | $438K | Hold |
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|
2015
Q2 | $526K | Hold |
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|
2015
Q1 | $579K | Hold |
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|
2014
Q4 | $635K | Sell |
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|
2014
Q3 | $814K | Buy |
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|
2014
Q2 | $786K | Hold |
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|
2014
Q1 | $696K | Sell |
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|
2013
Q4 | $725K | Hold |
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|
2013
Q3 | $668K | Hold |
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|
2013
Q2 | $680K | Buy |
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