Wealth Effects’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 | $332K | Hold |
10,700
| – | – | 0.12% | 135 |
|
|
2025
Q1 | $365K | Hold |
10,700
| – | – | 0.15% | 120 |
|
|
2024
Q4 | $336K | Sell |
10,700
-125
| -1% | -$3.92K | 0.12% | 144 |
|
|
2024
Q3 | $315K | Buy |
10,825
+125
| +1% | +$3.64K | 0.11% | 154 |
|
|
2024
Q2 | $310K | Hold |
10,700
| – | – | 0.11% | 146 |
|
|
2024
Q1 | $312K | Hold |
10,700
| – | – | 0.12% | 148 |
|
|
2023
Q4 | $282K | Sell |
10,700
-1,000
| -9% | -$26.4K | 0.11% | 161 |
|
|
2023
Q3 | $320K | Hold |
11,700
| – | – | 0.16% | 127 |
|
|
2023
Q2 | $308K | Sell |
11,700
-34
| -0.3% | -$896 | 0.14% | 132 |
|
|
2023
Q1 | $304K | Buy |
11,734
+1
| +0% | +$26 | 0.16% | 134 |
|
|
2022
Q4 | $283K | Hold |
11,733
| – | – | 0.16% | 140 |
|
|
2022
Q3 | $279K | Sell |
11,733
-120
| -1% | -$2.85K | 0.17% | 126 |
|
|
2022
Q2 | $289K | Sell |
11,853
-400
| -3% | -$9.75K | 0.17% | 125 |
|
|
2022
Q1 | $316K | Hold |
12,253
| – | – | 0.15% | 134 |
|
|
2021
Q4 | $269K | Buy |
+12,253
| New | +$269K | 0.11% | 164 |
|