Van Hulzen Asset 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
Q1 | – | Sell |
-5,570
| Closed | -$175K | – | 528 |
|
|
2024
Q4 | $175K | Buy |
+5,570
| New | +$175K | 0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-9,060
| Closed | -$255K | – | 262 |
|
|
2019
Q4 | $255K | Sell |
9,060
-262
| -3% | -$7.37K | 0.05% | 231 |
|
|
2019
Q3 | $266K | Buy |
9,322
+1,600
| +21% | +$45.7K | 0.06% | 213 |
|
|
2019
Q2 | $223K | Buy |
+7,722
| New | +$223K | 0.05% | 237 |
|
|
2018
Q4 | – | Sell |
-11,410
| Closed | -$328K | – | 229 |
|
|
2018
Q3 | $328K | Hold |
11,410
| – | – | 0.09% | 154 |
|
|
2018
Q2 | $316K | Buy |
11,410
+800
| +8% | +$22.2K | 0.09% | 136 |
|
|
2018
Q1 | $260K | Buy |
10,610
+200
| +2% | +$4.9K | 0.08% | 160 |
|
|
2017
Q4 | $276K | Hold |
10,410
| – | – | 0.08% | 164 |
|
|
2017
Q3 | $271K | Buy |
10,410
+2,000
| +24% | +$52.1K | 0.09% | 141 |
|
|
2017
Q2 | $228K | Hold |
8,410
| – | – | 0.09% | 123 |
|
|
2017
Q1 | $232K | Hold |
8,410
| – | – | 0.11% | 111 |
|
|
2016
Q4 | $227K | Sell |
8,410
-800
| -9% | -$21.6K | 0.11% | 117 |
|
|
2016
Q3 | $254K | Sell |
9,210
-3
| -0% | -$83 | 0.14% | 95 |
|
|
2016
Q2 | $270K | Buy |
9,213
+1,240
| +16% | +$36.3K | 0.15% | 93 |
|
|
2016
Q1 | $196K | Sell |
7,973
-1,202
| -13% | -$29.5K | 0.11% | 104 |
|
|
2015
Q4 | $235K | Sell |
9,175
-1,597
| -15% | -$40.9K | 0.15% | 96 |
|
|
2015
Q3 | $268K | Buy |
10,772
+664
| +7% | +$16.5K | 0.17% | 91 |
|
|
2015
Q2 | $302K | Sell |
10,108
-1,747
| -15% | -$52.2K | 0.16% | 106 |
|
|
2015
Q1 | $390K | Buy |
+11,855
| New | +$390K | 0.24% | 89 |
|