Welch Group’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 | $403K | Buy |
13,002
+69
| +0.5% | +$2.14K | 0.02% | 179 |
|
|
2025
Q1 | $441K | Buy |
12,933
+64
| +0.5% | +$2.18K | 0.02% | 157 |
|
|
2024
Q4 | $402K | Buy |
12,869
+68
| +0.5% | +$2.12K | 0.02% | 172 |
|
|
2024
Q3 | $373K | Sell |
12,801
-130
| -1% | -$3.78K | 0.02% | 180 |
|
|
2024
Q2 | $375K | Buy |
12,931
+68
| +0.5% | +$1.97K | 0.02% | 166 |
|
|
2024
Q1 | $375K | Buy |
12,863
+2,637
| +26% | +$76.9K | 0.02% | 151 |
|
|
2023
Q4 | $269K | Buy |
10,226
+70
| +0.7% | +$1.85K | 0.01% | 188 |
|
|
2023
Q3 | $278K | Buy |
10,156
+67
| +0.7% | +$1.83K | 0.02% | 162 |
|
|
2023
Q2 | $266K | Buy |
10,089
+68
| +0.7% | +$1.79K | 0.02% | 170 |
|
|
2023
Q1 | $260K | Sell |
10,021
-29,936
| -75% | -$775K | 0.02% | 170 |
|
|
2022
Q4 | $964K | Buy |
39,957
+3,500
| +10% | +$84.4K | 0.06% | 83 |
|
|
2022
Q3 | $867K | Hold |
36,457
| – | – | 0.06% | 78 |
|
|
2022
Q2 | $888K | Hold |
36,457
| – | – | 0.05% | 81 |
|
|
2022
Q1 | $941K | Sell |
36,457
-3,000
| -8% | -$77.4K | 0.05% | 85 |
|
|
2021
Q4 | $866K | Hold |
39,457
| – | – | 0.05% | 94 |
|
|
2021
Q3 | $854K | Hold |
39,457
| – | – | 0.06% | 87 |
|
|
2021
Q2 | $952K | Hold |
39,457
| – | – | 0.06% | 82 |
|
|
2021
Q1 | $869K | Hold |
39,457
| – | – | 0.06% | 81 |
|
|
2020
Q4 | $773K | Sell |
39,457
-2,486
| -6% | -$48.7K | 0.06% | 82 |
|
|
2020
Q3 | $662K | Sell |
41,943
-1,300
| -3% | -$20.5K | 0.06% | 80 |
|
|
2020
Q2 | $786K | Hold |
43,243
| – | – | 0.07% | 70 |
|
|
2020
Q1 | $618K | Hold |
43,243
| – | – | 0.07% | 69 |
|
|
2019
Q4 | $1.22M | Sell |
43,243
-116
| -0.3% | -$3.27K | 0.12% | 49 |
|
|
2019
Q3 | $1.24M | Hold |
43,359
| – | – | 0.13% | 50 |
|
|
2019
Q2 | $1.25M | Hold |
43,359
| – | – | 0.13% | 49 |
|
|
2019
Q1 | $1.26M | Hold |
43,359
| – | – | 0.14% | 47 |
|
|
2018
Q4 | $1.07M | Hold |
43,359
| – | – | 0.13% | 50 |
|
|
2018
Q3 | $1.25K | Hold |
43,359
| – | – | 0.13% | 51 |
|
|
2018
Q2 | $1.2M | Buy |
43,359
+201
| +0.5% | +$5.56K | 0.15% | 48 |
|
|
2018
Q1 | $1.06M | Hold |
43,158
| – | – | 0.13% | 49 |
|
|
2017
Q4 | $1.14M | Buy |
+43,158
| New | +$1.14M | 0.18% | 48 |
|