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