Wealthspire Advisors (New York)’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 | $2.46M | Sell |
79,284
-5,098
| -6% | -$158K | 0.01% | 252 |
|
|
2025
Q1 | $2.88M | Buy |
84,382
+49,046
| +139% | +$1.67M | 0.02% | 220 |
|
|
2024
Q4 | $1.11M | Sell |
35,336
-43,093
| -55% | -$1.35M | 0.01% | 351 |
|
|
2024
Q3 | $2.28M | Buy |
78,429
+16,929
| +28% | +$493K | 0.02% | 230 |
|
|
2024
Q2 | $1.78M | Sell |
61,500
-11,432
| -16% | -$331K | 0.02% | 222 |
|
|
2024
Q1 | $2.13M | Sell |
72,932
-26,000
| -26% | -$759K | 0.03% | 190 |
|
|
2023
Q4 | $2.61M | Buy |
98,932
+2,890
| +3% | +$76.2K | 0.04% | 159 |
|
|
2023
Q3 | $2.63M | Buy |
96,042
+10,777
| +13% | +$295K | 0.04% | 141 |
|
|
2023
Q2 | $2.25M | Buy |
85,265
+4,030
| +5% | +$106K | 0.04% | 141 |
|
|
2023
Q1 | $2.1M | Sell |
81,235
-485
| -0.6% | -$12.6K | 0.04% | 146 |
|
|
2022
Q4 | $1.97M | Buy |
81,720
+9,150
| +13% | +$221K | 0.04% | 157 |
|
|
2022
Q3 | $1.73M | Buy |
72,570
+10,190
| +16% | +$242K | 0.04% | 159 |
|
|
2022
Q2 | $1.52M | Sell |
62,380
-15,764
| -20% | -$384K | 0.03% | 165 |
|
|
2022
Q1 | $2.02M | Sell |
78,144
-4,982
| -6% | -$129K | 0.05% | 125 |
|
|
2021
Q4 | $1.83M | Buy |
83,126
+32,571
| +64% | +$715K | 0.04% | 155 |
|
|
2021
Q3 | $1.09M | Buy |
50,555
+27,425
| +119% | +$593K | 0.02% | 233 |
|
|
2021
Q2 | $558K | Sell |
23,130
-23,845
| -51% | -$575K | 0.01% | 215 |
|
|
2021
Q1 | $1.03M | Buy |
46,975
+5,192
| +12% | +$114K | 0.02% | 259 |
|
|
2020
Q4 | $819K | Buy |
41,783
+25,568
| +158% | +$501K | 0.02% | 229 |
|
|
2020
Q3 | $256K | Sell |
16,215
-7,511
| -32% | -$119K | 0.02% | 253 |
|
|
2020
Q2 | $431K | Sell |
23,726
-19,562
| -45% | -$355K | 0.03% | 166 |
|
|
2020
Q1 | $619K | Buy |
43,288
+30,033
| +227% | +$429K | 0.03% | 262 |
|
|
2019
Q4 | $373K | Sell |
13,255
-690
| -5% | -$19.4K | 0.03% | 123 |
|
|
2019
Q3 | $399K | Buy |
13,945
+1,970
| +16% | +$56.4K | 0.03% | 97 |
|
|
2019
Q2 | $346K | Buy |
11,975
+4,700
| +65% | +$136K | 0.03% | 62 |
|
|
2019
Q1 | $212K | Buy |
7,275
+6,440
| +771% | +$188K | 0.02% | 42 |
|
|
2018
Q4 | $21K | Buy |
+835
| New | +$21K | ﹤0.01% | 326 |
|