Westbourne Investment Advisors’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 | $657K | Buy |
+21,200
| New | +$657K | 0.2% | 69 |
|
2020
Q2 | – | Sell |
-11,800
| Closed | -$169K | – | 59 |
|
2020
Q1 | $169K | Sell |
11,800
-2,500
| -17% | -$35.8K | 0.16% | 84 |
|
2019
Q4 | $403K | Sell |
14,300
-1,000
| -7% | -$28.2K | 0.27% | 71 |
|
2019
Q3 | $437K | Sell |
15,300
-1,200
| -7% | -$34.3K | 0.33% | 66 |
|
2019
Q2 | $476K | Sell |
16,500
-2,000
| -11% | -$57.7K | 0.39% | 61 |
|
2019
Q1 | $538K | Hold |
18,500
| – | – | 0.41% | 60 |
|
2018
Q4 | $455K | Hold |
18,500
| – | – | 0.39% | 60 |
|
2018
Q3 | $532K | Buy |
18,500
+9,000
| +95% | +$259K | 0.39% | 61 |
|
2018
Q2 | $263K | Hold |
9,500
| – | – | 0.23% | 82 |
|
2018
Q1 | $233K | Hold |
9,500
| – | – | 0.19% | 94 |
|
2017
Q4 | $252K | Hold |
9,500
| – | – | 0.19% | 95 |
|
2017
Q3 | $248K | Hold |
9,500
| – | – | 0.19% | 92 |
|
2017
Q2 | $257K | Hold |
9,500
| – | – | 0.21% | 95 |
|
2017
Q1 | $262K | Hold |
9,500
| – | – | 0.22% | 94 |
|
2016
Q4 | $257K | Hold |
9,500
| – | – | 0.22% | 86 |
|
2016
Q3 | $262K | Sell |
9,500
-1,000
| -10% | -$27.6K | 0.23% | 87 |
|
2016
Q2 | $307K | Hold |
10,500
| – | – | 0.28% | 83 |
|
2016
Q1 | $259K | Buy |
10,500
+1,500
| +17% | +$37K | 0.25% | 88 |
|
2015
Q4 | $230K | Buy |
9,000
+300
| +3% | +$7.67K | 0.22% | 94 |
|
2015
Q3 | $217K | Buy |
+8,700
| New | +$217K | 0.22% | 100 |
|