Tradition Wealth Management’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 | $655K | Buy |
21,119
+463
| +2% | +$14.4K | 0.05% | 233 |
|
|
2025
Q1 | $705K | Sell |
20,656
-382
| -2% | -$13K | 0.06% | 206 |
|
|
2024
Q4 | $660K | Buy |
21,038
+80
| +0.4% | +$2.51K | 0.06% | 210 |
|
|
2024
Q3 | $610K | Buy |
20,958
+225
| +1% | +$6.55K | 0.05% | 214 |
|
|
2024
Q2 | $601K | Buy |
20,733
+211
| +1% | +$6.12K | 0.06% | 207 |
|
|
2024
Q1 | $599K | Buy |
20,522
+1,745
| +9% | +$50.9K | 0.06% | 193 |
|
|
2023
Q4 | $495K | Sell |
18,777
-193
| -1% | -$5.09K | 0.05% | 195 |
|
|
2023
Q3 | $519K | Buy |
18,970
+213
| +1% | +$5.83K | 0.06% | 173 |
|
|
2023
Q2 | $494K | Buy |
18,757
+132
| +0.7% | +$3.48K | 0.06% | 179 |
|
|
2023
Q1 | $482K | Buy |
18,625
+646
| +4% | +$16.7K | 0.06% | 176 |
|
|
2022
Q4 | $434K | Buy |
17,979
+208
| +1% | +$5.02K | 0.06% | 175 |
|
|
2022
Q3 | $423K | Sell |
17,771
-158
| -0.9% | -$3.76K | 0.06% | 172 |
|
|
2022
Q2 | $437K | Buy |
17,929
+178
| +1% | +$4.34K | 0.06% | 174 |
|
|
2022
Q1 | $458K | Buy |
17,751
+4,343
| +32% | +$112K | 0.06% | 201 |
|
|
2021
Q4 | $294K | Sell |
13,408
-336
| -2% | -$7.37K | 0.04% | 247 |
|
|
2021
Q3 | $297K | Sell |
13,744
-2,045
| -13% | -$44.2K | 0.04% | 225 |
|
|
2021
Q2 | $381K | Buy |
15,789
+250
| +2% | +$6.03K | 0.06% | 209 |
|
|
2021
Q1 | $342K | Sell |
15,539
-837
| -5% | -$18.4K | 0.06% | 192 |
|
|
2020
Q4 | $321K | Buy |
+16,376
| New | +$321K | 0.06% | 187 |
|