Summit Trail Advisors’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 | $1.38M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $227K | Sell |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $191K | Sell |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $318K | Hold |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10.2M | Buy |
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|
2017
Q4 | $12.2M | Buy |
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