Westover Capital 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 | $453K | Hold |
14,622
| – | – | 0.09% | 154 |
|
|
2025
Q1 | $499K | Sell |
14,622
-2,622
| -15% | -$89.5K | 0.11% | 143 |
|
|
2024
Q4 | $541K | Sell |
17,244
-1,500
| -8% | -$47K | 0.12% | 141 |
|
|
2024
Q3 | $546K | Hold |
18,744
| – | – | 0.1% | 136 |
|
|
2024
Q2 | $543K | Hold |
18,744
| – | – | 0.14% | 123 |
|
|
2024
Q1 | $547K | Hold |
18,744
| – | – | 0.16% | 108 |
|
|
2023
Q4 | $494K | Buy |
18,744
+2
| +0% | +$53 | 0.16% | 103 |
|
|
2023
Q3 | $513K | Hold |
18,742
| – | – | 0.19% | 99 |
|
|
2023
Q2 | $494K | Sell |
18,742
-689
| -4% | -$18.2K | 0.17% | 102 |
|
|
2023
Q1 | $503K | Buy |
19,431
+2,000
| +11% | +$51.8K | 0.19% | 93 |
|
|
2022
Q4 | $420K | Buy |
17,431
+800
| +5% | +$19.3K | 0.17% | 97 |
|
|
2022
Q3 | $395K | Hold |
16,631
| – | – | 0.15% | 103 |
|
|
2022
Q2 | $405K | Hold |
16,631
| – | – | 0.15% | 106 |
|
|
2022
Q1 | $429K | Hold |
16,631
| – | – | 0.13% | 109 |
|
|
2021
Q4 | $365K | Hold |
16,631
| – | – | 0.11% | 130 |
|
|
2021
Q3 | $360K | Hold |
16,631
| – | – | 0.11% | 123 |
|
|
2021
Q2 | $401K | Hold |
16,631
| – | – | 0.13% | 116 |
|
|
2021
Q1 | $366K | Sell |
16,631
-1,400
| -8% | -$30.8K | 0.13% | 118 |
|
|
2020
Q4 | $353K | Hold |
18,031
| – | – | 0.13% | 112 |
|
|
2020
Q3 | $285K | Buy |
+18,031
| New | +$285K | 0.12% | 108 |
|
|
2020
Q1 | – | Sell |
-9,620
| Closed | -$271K | – | 126 |
|
|
2019
Q4 | $271K | Hold |
9,620
| – | – | 0.12% | 114 |
|
|
2019
Q3 | $275K | Hold |
9,620
| – | – | 0.13% | 113 |
|
|
2019
Q2 | $278K | Hold |
9,620
| – | – | 0.14% | 106 |
|
|
2019
Q1 | $280K | Hold |
9,620
| – | – | 0.15% | 103 |
|
|
2018
Q4 | $237K | Buy |
+9,620
| New | +$237K | 0.15% | 97 |
|