Wealth Alliance’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 | $441K | Buy |
14,235
+2
| +0% | +$62 | 0.05% | 325 |
|
|
2025
Q1 | $486K | Sell |
14,233
-317
| -2% | -$10.8K | 0.06% | 283 |
|
|
2024
Q4 | $456K | Sell |
14,550
-6,379
| -30% | -$200K | 0.05% | 277 |
|
|
2024
Q3 | $609K | Sell |
20,929
-2,006
| -9% | -$58.4K | 0.07% | 232 |
|
|
2024
Q2 | $665K | Sell |
22,935
-2,716
| -11% | -$78.7K | 0.09% | 211 |
|
|
2024
Q1 | $748K | Sell |
25,651
-4,587
| -15% | -$134K | 0.1% | 198 |
|
|
2023
Q4 | $797K | Sell |
30,238
-389
| -1% | -$10.3K | 0.11% | 180 |
|
|
2023
Q3 | $838K | Sell |
30,627
-773
| -2% | -$21.2K | 0.13% | 162 |
|
|
2023
Q2 | $827K | Sell |
31,400
-1,822
| -5% | -$48K | 0.12% | 170 |
|
|
2023
Q1 | $860K | Buy |
33,222
+12,156
| +58% | +$315K | 0.14% | 161 |
|
|
2022
Q4 | $508K | Sell |
21,066
-6,858
| -25% | -$165K | 0.09% | 235 |
|
|
2022
Q3 | $664K | Buy |
27,924
+5,879
| +27% | +$140K | 0.13% | 171 |
|
|
2022
Q2 | $537K | Sell |
22,045
-5,148
| -19% | -$125K | 0.1% | 199 |
|
|
2022
Q1 | $702K | Buy |
27,193
+5,344
| +24% | +$138K | 0.14% | 153 |
|
|
2021
Q4 | $480K | Buy |
21,849
+277
| +1% | +$6.09K | 0.1% | 232 |
|
|
2021
Q3 | $467K | Sell |
21,572
-234
| -1% | -$5.07K | 0.1% | 217 |
|
|
2021
Q2 | $526K | Buy |
21,806
+3,472
| +19% | +$83.8K | 0.12% | 187 |
|
|
2021
Q1 | $404K | Sell |
18,334
-10,320
| -36% | -$227K | 0.11% | 217 |
|
|
2020
Q4 | $561K | Buy |
28,654
+8,169
| +40% | +$160K | 0.17% | 154 |
|
|
2020
Q3 | $323K | Sell |
20,485
-1,424
| -6% | -$22.5K | 0.12% | 217 |
|
|
2020
Q2 | $398K | Sell |
21,909
-364
| -2% | -$6.61K | 0.16% | 170 |
|
|
2020
Q1 | $319K | Buy |
22,273
+4,177
| +23% | +$59.8K | 0.17% | 149 |
|
|
2019
Q4 | $510K | Buy |
+18,096
| New | +$510K | 0.36% | 63 |
|