Valeo Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Valeo Financial Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.99M	Buy	96,516 +3,052	+3%	+$94.6K	0.07%	129
2025 Q1	$3.19M	Buy	93,464 +1,207	+1%	+$41.2K	0.09%	106
2024 Q4	$2.89M	Sell	92,257 -12,776	-12%	-$401K	0.08%	114
2024 Q3	$3.06M	Buy	105,033 +5,482	+6%	+$160K	0.09%	117
2024 Q2	$2.89M	Buy	99,551 +499	+0.5%	+$14.5K	0.09%	111
2024 Q1	$2.88M	Sell	99,052 -479	-0.5%	-$13.9K	0.1%	106
2023 Q4	$2.62M	Sell	99,531 -2,745	-3%	-$72.3K	0.11%	110
2023 Q3	$2.8M	Buy	102,276 +7,002	+7%	+$192K	0.13%	96
2023 Q2	$2.51M	Sell	95,274 -774	-0.8%	-$20.4K	0.11%	101
2023 Q1	$2.49M	Buy	96,048 +4,294	+5%	+$111K	0.12%	105
2022 Q4	$2.21M	Buy	91,754 +1,877	+2%	+$45.3K	0.12%	101
2022 Q3	$2.14M	Buy	89,877 +4,437	+5%	+$105K	0.14%	98
2022 Q2	$2.08M	Buy	85,440 +940	+1%	+$22.9K	0.13%	97
2022 Q1	$2.18M	Buy	84,500 +922	+1%	+$23.8K	0.11%	110
2021 Q4	$1.84M	Sell	83,578 -1,119	-1%	-$24.6K	0.1%	121
2021 Q3	$1.83M	Buy	84,697 +3,157	+4%	+$68.3K	0.1%	117
2021 Q2	$1.97M	Sell	81,540 -1,961	-2%	-$47.3K	0.12%	104
2021 Q1	$1.84M	Sell	83,501 -17,252	-17%	-$380K	0.09%	124
2020 Q4	$1.63M	Sell	100,753 -3,964	-4%	-$64.1K	0.08%	121
2020 Q3	$1.65M	Sell	104,717 -47,646	-31%	-$752K	0.14%	94
2020 Q2	$2.77M	Sell	152,363 -7,217	-5%	-$131K	0.25%	60
2020 Q1	$2.61M	Sell	159,580 -7,364	-4%	-$121K	0.28%	52
2019 Q4	$4.7M	Buy	166,944 +11,492	+7%	+$324K	0.46%	37
2019 Q3	$4.44M	Buy	155,452 +5,976	+4%	+$171K	0.49%	34
2019 Q2	$4.32M	Buy	149,476 +6,361	+4%	+$184K	0.49%	32
2019 Q1	$4.17M	Buy	143,115 +11,252	+9%	+$327K	0.51%	35
2018 Q4	$3.24M	Sell	131,863 -1,261	-0.9%	-$31K	0.45%	40
2018 Q3	$3.57M	Buy	133,124 +1,139	+0.9%	+$30.5K	0.48%	42
2018 Q2	$3.87M	Sell	131,985 -237	-0.2%	-$6.95K	0.54%	38
2018 Q1	$3.24M	Buy	132,222 +592	+0.4%	+$14.5K	0.52%	39
2017 Q4	$3.49M	Buy	131,630 +24,496	+23%	+$649K	0.57%	40
2017 Q3	$2.79M	Buy	+107,134	New	+$2.79M	0.63%	36