Wealth Effects’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 | $335K | Hold |
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|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $269K | Buy |
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