Verdence Capital Advisors’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
$383K Buy
12,336
+549
+5% +$17K 0.03% 492
2025
Q1
$402K Buy
11,787
+60
+0.5% +$2.05K 0.03% 450
2024
Q4
$368K Buy
11,727
+943
+9% +$29.6K 0.03% 432
2024
Q3
$314K Buy
10,784
+1,910
+22% +$55.6K 0.03% 507
2024
Q2
$257K Buy
8,874
+10
+0.1% +$290 0.02% 513
2024
Q1
$259K Buy
+8,864
New +$259K 0.02% 521
2019
Q3
Sell
-7,093
Closed -$205K 307
2019
Q2
$205K Buy
+7,093
New +$205K 0.06% 269
2018
Q2
Sell
-9,793
Closed -$240K 297
2018
Q1
$240K Sell
9,793
-15
-0.2% -$368 0.06% 246
2017
Q4
$260K Buy
+9,808
New +$260K 0.06% 232