Waverly Advisors’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.1M | Buy |
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|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $17.9M | Buy |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $3.1M | Sell |
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|
2024
Q1 | $3.16M | Buy |
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|
2023
Q4 | $1.96M | Buy |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $562K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $349K | Buy |
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|
2017
Q3 | $318K | Buy |
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|
2017
Q2 | $317K | Buy |
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|
2017
Q1 | $225K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $30K | Hold |
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|
2015
Q2 | $36K | Hold |
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|
2015
Q1 | $40K | Hold |
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|
2014
Q4 | $43K | Hold |
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|
2014
Q3 | $48K | Hold |
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|
2014
Q2 | $47K | Hold |
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|
2014
Q1 | $42K | Buy |
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|
2013
Q4 | $29K | Hold |
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|
2013
Q3 | $27K | Buy |
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