Visionary Wealth 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 | $2M | Buy |
64,545
+32
| +0% | +$992 | 0.1% | 192 |
|
|
2025
Q1 | $2.2M | Buy |
64,513
+9
| +0% | +$307 | 0.13% | 161 |
|
|
2024
Q4 | $2.02M | Buy |
64,504
+53,314
| +476% | +$1.67M | 0.12% | 165 |
|
|
2024
Q3 | $326K | Sell |
11,190
-44
| -0.4% | -$1.28K | 0.02% | 415 |
|
|
2024
Q2 | $326K | Sell |
11,234
-1,963
| -15% | -$56.9K | 0.02% | 395 |
|
|
2024
Q1 | $385K | Buy |
13,197
+138
| +1% | +$4.03K | 0.03% | 366 |
|
|
2023
Q4 | $344K | Sell |
13,059
-450
| -3% | -$11.9K | 0.03% | 371 |
|
|
2023
Q3 | $370K | Sell |
13,509
-208
| -2% | -$5.69K | 0.03% | 339 |
|
|
2023
Q2 | $361K | Buy |
13,717
+435
| +3% | +$11.5K | 0.03% | 341 |
|
|
2023
Q1 | $344K | Sell |
13,282
-966
| -7% | -$25K | 0.03% | 331 |
|
|
2022
Q4 | $344K | Buy |
14,248
+3,425
| +32% | +$82.7K | 0.03% | 296 |
|
|
2022
Q3 | $257K | Buy |
10,823
+19
| +0.2% | +$451 | 0.03% | 326 |
|
|
2022
Q2 | $263K | Buy |
10,804
+1,873
| +21% | +$45.6K | 0.02% | 346 |
|
|
2022
Q1 | $230K | Buy |
+8,931
| New | +$230K | 0.02% | 379 |
|