TA
Tiedemann Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.1M | Hold |
40,036
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $1.05M | Buy |
40,036
+8,406
| +27% | +$221K | 0.04% | 112 |
|
|
2023
Q1 | $819K | Sell |
31,630
-119,696
| -79% | -$3.1M | 0.04% | 124 |
|
|
2022
Q4 | $3.65M | Hold |
151,326
| – | – | 0.17% | 52 |
|
|
2022
Q3 | $3.6M | Sell |
151,326
-41,340
| -21% | -$983K | 0.22% | 53 |
|
|
2022
Q2 | $4.7M | Hold |
192,666
| – | – | 0.35% | 37 |
|
|
2022
Q1 | $4.97M | Sell |
192,666
-14,339
| -7% | -$370K | 0.25% | 49 |
|
|
2021
Q4 | $4.55M | Hold |
207,005
| – | – | 0.22% | 53 |
|
|
2021
Q3 | $4.48M | Sell |
207,005
-10,427
| -5% | -$226K | 0.24% | 49 |
|
|
2021
Q2 | $5.25M | Buy |
217,432
+1,498
| +0.7% | +$36.1K | 0.21% | 55 |
|
|
2021
Q1 | $4.76M | Buy |
215,934
+34,528
| +19% | +$760K | 0.21% | 52 |
|
|
2020
Q4 | $3.55M | Sell |
181,406
-1,173,598
| -87% | -$23M | 0.17% | 62 |
|
|
2020
Q3 | $21.4M | Buy |
1,355,004
+379,710
| +39% | +$6M | 1.03% | 14 |
|
|
2020
Q2 | $17.7M | Sell |
975,294
-1,553,853
| -61% | -$28.2M | 0.94% | 20 |
|
|
2020
Q1 | $36.2M | Buy |
2,529,147
+175,800
| +7% | +$2.51M | 2.34% | 11 |
|
|
2019
Q4 | $66.3M | Sell |
2,353,347
-172,268
| -7% | -$4.85M | 3.18% | 7 |
|
|
2019
Q3 | $72.2M | Buy |
2,525,615
+296,661
| +13% | +$8.48M | 3.47% | 6 |
|
|
2019
Q2 | $64.4M | Sell |
2,228,954
-621
| -0% | -$17.9K | 3.22% | 7 |
|
|
2019
Q1 | $64.9M | Buy |
2,229,575
+52,926
| +2% | +$1.54M | 3.06% | 5 |
|
|
2018
Q4 | $53.5M | Buy |
2,176,649
+234,579
| +12% | +$5.77M | 2.74% | 7 |
|
|
2018
Q3 | $55.8M | Buy |
1,942,070
+63,100
| +3% | +$1.81M | 3.3% | 8 |
|
|
2018
Q2 | $52M | Buy |
1,878,970
+73,047
| +4% | +$2.02M | 3.32% | 7 |
|
|
2018
Q1 | $44.2M | Buy |
1,805,923
+130,905
| +8% | +$3.2M | 3.02% | 8 |
|
|
2017
Q4 | $44.4M | Buy |
1,675,018
+131,834
| +9% | +$3.49M | 3.4% | 7 |
|
|
2017
Q3 | $41M | Buy |
1,543,184
+13,504
| +0.9% | +$358K | 3.68% | 5 |
|
|
2017
Q2 | $41.4M | Buy |
1,529,680
+40,682
| +3% | +$1.1M | 3.01% | 7 |
|
|
2017
Q1 | $41.1M | Sell |
1,488,998
-173,167
| -10% | -$4.78M | 3.45% | 5 |
|
|
2016
Q4 | $44.9M | Buy |
1,662,165
+1,467,070
| +752% | +$39.7M | 4.48% | 4 |
|
|
2016
Q3 | $5.34M | Buy |
195,095
+41,183
| +27% | +$1.13M | 1.11% | 14 |
|
|
2016
Q2 | $4.5M | Sell |
153,912
-740
| -0.5% | -$21.7K | 4.32% | 7 |
|
|
2016
Q1 | $3.81M | Buy |
154,652
+3,510
| +2% | +$86.4K | 3.01% | 10 |
|
|
2015
Q4 | $3.87M | Buy |
151,142
+10,600
| +8% | +$271K | 1.49% | 13 |
|
|
2015
Q3 | $3.5M | Buy |
140,542
+25,670
| +22% | +$639K | 2.7% | 7 |
|
|
2015
Q2 | $3.44M | Sell |
114,872
-840
| -0.7% | -$25.1K | 3.52% | 9 |
|
|
2015
Q1 | $3.81M | Sell |
115,712
-3,405
| -3% | -$112K | 6.97% | 4 |
|
|
2014
Q4 | $4.3M | Buy |
119,117
+32,325
| +37% | +$1.17M | 6.76% | 4 |
|
|
2014
Q3 | $3.5M | Buy |
86,792
+43,396
| +100% | +$1.75M | 7.16% | 2 |
|
|
2014
Q2 | $3.4M | Buy |
43,396
+225
| +0.5% | +$17.6K | 7.96% | 2 |
|
|
2014
Q1 | $2.99M | Sell |
43,171
-449
| -1% | -$31.1K | 9.53% | 2 |
|
|
2013
Q4 | $2.89M | Sell |
43,620
-25,720
| -37% | -$1.7M | 9.56% | 2 |
|
|
2013
Q3 | $4.23M | Buy |
69,340
+4,485
| +7% | +$274K | 8.49% | 1 |
|
|
2013
Q2 | $4.03M | Buy |
+64,855
| New | +$4.03M | 8.28% | 2 |
|