Summit Financial Wealth Advisors’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
Q1 | $278K | Hold |
8,151
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $270K | Hold |
8,151
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $237K | Buy |
+8,151
| New | +$237K | 0.04% | 132 |
|
|
2019
Q4 | – | Sell |
-7,566
| Closed | -$209K | – | 143 |
|
|
2019
Q3 | $209K | Buy |
7,566
+370
| +5% | +$10.2K | 0.05% | 135 |
|
|
2019
Q2 | $208K | Buy |
+7,196
| New | +$208K | 0.05% | 143 |
|
|
2015
Q4 | – | Sell |
-1,446
| Closed | -$36K | – | 146 |
|
|
2015
Q3 | $36K | Hold |
1,446
| – | – | 0.02% | 138 |
|
|
2015
Q2 | $43K | Hold |
1,446
| – | – | 0.03% | 153 |
|
|
2015
Q1 | $49K | Hold |
1,446
| – | – | 0.03% | 121 |
|
|
2014
Q4 | $52K | Buy |
+1,446
| New | +$52K | 0.04% | 120 |
|