Welch & Forbes’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 | $911K | Sell |
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|
2025
Q2 | $929K | Hold |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $940K | Hold |
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|
2024
Q3 | $873K | Buy |
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|
2024
Q2 | $847K | Sell |
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|
2024
Q1 | $956K | Buy |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $707K | Buy |
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|
2023
Q2 | $679K | Hold |
|
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $644K | Hold |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $670K | Buy |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $573K | Hold |
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|
2021
Q3 | $564K | Hold |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $545K | Hold |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $257K | Hold |
|
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $335K | Hold |
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|
2019
Q4 | $661K | Hold |
|
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|
2019
Q3 | $671K | Hold |
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|
2019
Q2 | $678K | Hold |
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|
2019
Q1 | $683K | Sell |
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|
2018
Q4 | $704K | Buy |
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|
2018
Q3 | $709K | Hold |
|
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|
2018
Q2 | $683K | Buy |
|
|||||
|
2018
Q1 | $594K | Sell |
|
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|
2017
Q4 | $672K | Hold |
|
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|
2017
Q3 | $661K | Hold |
|
|||||
|
2017
Q2 | $687K | Sell |
|
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|
2017
Q1 | $753K | Sell |
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|
2016
Q4 | $789K | Buy |
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|
2016
Q3 | $770K | Sell |
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|
2016
Q2 | $932K | Sell |
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|
2016
Q1 | $791K | Buy |
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|
2015
Q4 | $812K | Sell |
|
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|
2015
Q3 | $791K | Buy |
|
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|
2015
Q2 | $890K | Hold |
|
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|
2015
Q1 | $981K | Hold |
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|
2014
Q4 | $1.07M | Sell |
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|
2014
Q3 | $1.23M | Hold |
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|
2014
Q2 | $1.19M | Buy |
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|
2014
Q1 | $803K | Hold |
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|
2013
Q4 | $768K | Sell |
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|
2013
Q3 | $738K | Buy |
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|
2013
Q2 | $670K | Buy |
|