Teamwork Financial 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
Q2 | $1.19M | Sell |
38,289
-1,033
| -3% | -$32K | 0.14% | 87 |
|
2025
Q1 | $1.34M | Sell |
39,322
-7,722
| -16% | -$264K | 0.18% | 71 |
|
2024
Q4 | $1.48M | Sell |
47,044
-18,368
| -28% | -$576K | 0.19% | 71 |
|
2024
Q3 | $1.9M | Sell |
65,412
-12,754
| -16% | -$371K | 0.26% | 58 |
|
2024
Q2 | $2.27M | Sell |
78,166
-89,573
| -53% | -$2.6M | 0.34% | 52 |
|
2024
Q1 | $4.89M | Sell |
167,739
-80,938
| -33% | -$2.36M | 0.75% | 37 |
|
2023
Q4 | $6.55M | Sell |
248,677
-866
| -0.3% | -$22.8K | 1.12% | 21 |
|
2023
Q3 | $6.83M | Sell |
249,543
-999
| -0.4% | -$27.3K | 1.12% | 17 |
|
2023
Q2 | $6.6M | Sell |
250,542
-12,764
| -5% | -$336K | 1.07% | 22 |
|
2023
Q1 | $6.82M | Sell |
263,306
-100,114
| -28% | -$2.59M | 1.26% | 17 |
|
2022
Q4 | $8.77M | Buy |
363,420
+39,262
| +12% | +$947K | 1.77% | 10 |
|
2022
Q3 | $7.71M | Sell |
324,158
-78,029
| -19% | -$1.86M | 1.66% | 9 |
|
2022
Q2 | $9.8M | Sell |
402,187
-146,430
| -27% | -$3.57M | 2.14% | 7 |
|
2022
Q1 | $14.2M | Buy |
548,617
+71,747
| +15% | +$1.85M | 2.64% | 5 |
|
2021
Q4 | $10.5M | Sell |
476,870
-37,940
| -7% | -$833K | 1.92% | 8 |
|
2021
Q3 | $11.1M | Buy |
514,810
+103,560
| +25% | +$2.24M | 2.2% | 6 |
|
2021
Q2 | $9.92M | Buy |
411,250
+15,455
| +4% | +$373K | 2.03% | 7 |
|
2021
Q1 | $8.72M | Buy |
395,795
+250,471
| +172% | +$5.52M | 2.04% | 6 |
|
2020
Q4 | $2.85M | Buy |
145,324
+20,634
| +17% | +$404K | 0.68% | 23 |
|
2020
Q3 | $1.97M | Sell |
124,690
-121,099
| -49% | -$1.91M | 0.61% | 26 |
|
2020
Q2 | $4.47M | Buy |
245,789
+1,295
| +0.5% | +$23.5K | 1.6% | 9 |
|
2020
Q1 | $3.5M | Buy |
244,494
+130,454
| +114% | +$1.87M | 2.17% | 8 |
|
2019
Q4 | $3.21M | Buy |
+114,040
| New | +$3.21M | 1.92% | 7 |
|