Wealthcare Advisory Partners’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 | $2.88M | Buy |
92,933
+16,157
| +21% | +$501K | 0.07% | 251 |
|
|
2025
Q1 | $2.62M | Sell |
76,776
-20,462
| -21% | -$699K | 0.07% | 239 |
|
|
2024
Q4 | $3.05M | Sell |
97,238
-1,003
| -1% | -$31.5K | 0.08% | 198 |
|
|
2024
Q3 | $2.86M | Sell |
98,241
-2,216
| -2% | -$64.5K | 0.08% | 211 |
|
|
2024
Q2 | $2.91M | Buy |
100,457
+32,381
| +48% | +$938K | 0.09% | 180 |
|
|
2024
Q1 | $1.99M | Buy |
68,076
+56,938
| +511% | +$1.66M | 0.07% | 235 |
|
|
2023
Q4 | $293K | Buy |
+11,138
| New | +$293K | 0.01% | 613 |
|
|
2021
Q4 | – | Sell |
-18,797
| Closed | -$407K | – | 588 |
|
|
2021
Q3 | $407K | Buy |
18,797
+801
| +4% | +$17.3K | 0.03% | 354 |
|
|
2021
Q2 | $434K | Buy |
17,996
+1,140
| +7% | +$27.5K | 0.03% | 345 |
|
|
2021
Q1 | $371K | Sell |
16,856
-14,537
| -46% | -$320K | 0.03% | 347 |
|
|
2020
Q4 | $615K | Buy |
31,393
+1,399
| +5% | +$27.4K | 0.05% | 204 |
|
|
2020
Q3 | $474K | Buy |
29,994
+321
| +1% | +$5.07K | 0.05% | 206 |
|
|
2020
Q2 | $539K | Buy |
29,673
+14,140
| +91% | +$257K | 0.07% | 163 |
|
|
2020
Q1 | $222K | Buy |
15,533
+1,001
| +7% | +$14.3K | 0.03% | 249 |
|
|
2019
Q4 | $409K | Sell |
14,532
-6,862
| -32% | -$193K | 0.05% | 194 |
|
|
2019
Q3 | $611K | Buy |
21,394
+474
| +2% | +$13.5K | 0.09% | 130 |
|
|
2019
Q2 | $604K | Sell |
20,920
-310
| -1% | -$8.95K | 0.1% | 130 |
|
|
2019
Q1 | $618K | Sell |
21,230
-550
| -3% | -$16K | 0.11% | 116 |
|
|
2018
Q4 | $536K | Buy |
21,780
+461
| +2% | +$11.3K | 0.1% | 113 |
|
|
2018
Q3 | $613K | Buy |
21,319
+151
| +0.7% | +$4.34K | 0.11% | 104 |
|
|
2018
Q2 | $586K | Sell |
21,168
-133
| -0.6% | -$3.68K | 0.11% | 104 |
|
|
2018
Q1 | $521K | Buy |
21,301
+1,440
| +7% | +$35.2K | 0.12% | 105 |
|
|
2017
Q4 | $527K | Buy |
19,861
+11,249
| +131% | +$298K | 0.14% | 85 |
|
|
2017
Q3 | $225K | Buy |
+8,612
| New | +$225K | 0.07% | 137 |
|