Trek Financial’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
Q3 | $267K | Sell |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.35M | Buy |
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|
2023
Q3 | $9.38M | Sell |
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|
2023
Q2 | $9.08M | Buy |
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|
2023
Q1 | $8.39M | Buy |
|
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|
2022
Q4 | $7.45M | Buy |
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|
2022
Q3 | $5.34M | Buy |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $290K | Buy |
|