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