United Advisor Group’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 | $2.01M | Buy |
64,792
+35
| +0.1% | +$1.09K | 0.35% | 74 |
|
|
2025
Q1 | $2.21M | Buy |
64,757
+1,003
| +2% | +$34.2K | 0.45% | 59 |
|
|
2024
Q4 | $2M | Sell |
63,754
-2,801
| -4% | -$87.8K | 0.4% | 64 |
|
|
2024
Q3 | $1.94M | Buy |
66,555
+1,281
| +2% | +$37.3K | 0.44% | 60 |
|
|
2024
Q2 | $1.89M | Buy |
65,274
+4,440
| +7% | +$129K | 0.59% | 48 |
|
|
2024
Q1 | $1.78M | Buy |
+60,834
| New | +$1.78M | 0.67% | 45 |
|