Welch & Forbes’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 | $929K | Hold |
29,963
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $1.02M | Sell |
29,963
-25
| -0.1% | -$854 | 0.01% | 223 |
|
|
2024
Q4 | $940K | Hold |
29,988
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $873K | Buy |
29,988
+830
| +3% | +$24.2K | 0.01% | 240 |
|
|
2024
Q2 | $847K | Sell |
29,158
-3,596
| -11% | -$104K | 0.01% | 238 |
|
|
2024
Q1 | $956K | Buy |
32,754
+7,415
| +29% | +$216K | 0.01% | 228 |
|
|
2023
Q4 | $668K | Sell |
25,339
-500
| -2% | -$13.2K | 0.01% | 258 |
|
|
2023
Q3 | $707K | Buy |
25,839
+85
| +0.3% | +$2.33K | 0.01% | 248 |
|
|
2023
Q2 | $679K | Hold |
25,754
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $667K | Sell |
25,754
-926
| -3% | -$24K | 0.01% | 257 |
|
|
2022
Q4 | $644K | Hold |
26,680
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $635K | Sell |
26,680
-800
| -3% | -$19K | 0.01% | 255 |
|
|
2022
Q2 | $670K | Buy |
27,480
+615
| +2% | +$15K | 0.01% | 256 |
|
|
2022
Q1 | $694K | Buy |
26,865
+800
| +3% | +$20.7K | 0.01% | 259 |
|
|
2021
Q4 | $573K | Hold |
26,065
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $564K | Hold |
26,065
| – | – | 0.01% | 276 |
|
|
2021
Q2 | $629K | Buy |
26,065
+1,311
| +5% | +$31.6K | 0.01% | 274 |
|
|
2021
Q1 | $545K | Hold |
24,754
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $485K | Buy |
24,754
+8,504
| +52% | +$167K | 0.01% | 273 |
|
|
2020
Q3 | $257K | Hold |
16,250
| – | – | 0.01% | 318 |
|
|
2020
Q2 | $295K | Sell |
16,250
-7,220
| -31% | -$131K | 0.01% | 302 |
|
|
2020
Q1 | $335K | Hold |
23,470
| – | – | 0.01% | 264 |
|
|
2019
Q4 | $661K | Hold |
23,470
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $671K | Hold |
23,470
| – | – | 0.02% | 236 |
|
|
2019
Q2 | $678K | Hold |
23,470
| – | – | 0.02% | 233 |
|
|
2019
Q1 | $683K | Sell |
23,470
-5,180
| -18% | -$151K | 0.02% | 227 |
|
|
2018
Q4 | $704K | Buy |
28,650
+3,996
| +16% | +$98.2K | 0.02% | 216 |
|
|
2018
Q3 | $709K | Hold |
24,654
| – | – | 0.02% | 223 |
|
|
2018
Q2 | $683K | Buy |
24,654
+400
| +2% | +$11.1K | 0.02% | 224 |
|
|
2018
Q1 | $594K | Sell |
24,254
-1,100
| -4% | -$26.9K | 0.02% | 237 |
|
|
2017
Q4 | $672K | Hold |
25,354
| – | – | 0.02% | 212 |
|
|
2017
Q3 | $661K | Hold |
25,354
| – | – | 0.02% | 215 |
|
|
2017
Q2 | $687K | Sell |
25,354
-1,900
| -7% | -$51.5K | 0.02% | 215 |
|
|
2017
Q1 | $753K | Sell |
27,254
-1,932
| -7% | -$53.4K | 0.02% | 208 |
|
|
2016
Q4 | $789K | Buy |
29,186
+1,336
| +5% | +$36.1K | 0.02% | 202 |
|
|
2016
Q3 | $770K | Sell |
27,850
-4,000
| -13% | -$111K | 0.03% | 178 |
|
|
2016
Q2 | $932K | Sell |
31,850
-250
| -0.8% | -$7.32K | 0.03% | 196 |
|
|
2016
Q1 | $791K | Buy |
32,100
+350
| +1% | +$8.63K | 0.02% | 207 |
|
|
2015
Q4 | $812K | Sell |
31,750
-22
| -0.1% | -$563 | 0.03% | 199 |
|
|
2015
Q3 | $791K | Buy |
31,772
+2,000
| +7% | +$49.8K | 0.03% | 204 |
|
|
2015
Q2 | $890K | Hold |
29,772
| – | – | 0.03% | 203 |
|
|
2015
Q1 | $981K | Hold |
29,772
| – | – | 0.03% | 206 |
|
|
2014
Q4 | $1.08M | Sell |
29,772
-600
| -2% | -$21.7K | 0.03% | 209 |
|
|
2014
Q3 | $1.23M | Hold |
30,372
| – | – | 0.04% | 203 |
|
|
2014
Q2 | $1.19M | Buy |
30,372
+7,200
| +31% | +$282K | 0.04% | 191 |
|
|
2014
Q1 | $803K | Hold |
23,172
| – | – | 0.03% | 217 |
|
|
2013
Q4 | $768K | Sell |
23,172
-1,010
| -4% | -$33.5K | 0.02% | 213 |
|
|
2013
Q3 | $738K | Buy |
24,182
+2,610
| +12% | +$79.7K | 0.02% | 221 |
|
|
2013
Q2 | $670K | Buy |
+21,572
| New | +$670K | 0.02% | 212 |
|