Westside Investment Management’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 | $29K | Buy |
931
+100
| +12% | +$3.11K | 0.01% | 577 |
|
|
2025
Q1 | $28.4K | Buy |
831
+131
| +19% | +$4.48K | 0.01% | 491 |
|
|
2024
Q4 | $22K | Hold |
700
| – | – | ﹤0.01% | 544 |
|
|
2024
Q3 | $20K | Hold |
700
| – | – | ﹤0.01% | 585 |
|
|
2024
Q2 | $20.3K | Hold |
700
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $20.6K | Hold |
700
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $18.4K | Hold |
700
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $19.2K | Sell |
700
-100
| -13% | -$2.74K | 0.01% | 489 |
|
|
2023
Q2 | $21.2K | Hold |
800
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $20.7K | Hold |
800
| – | – | 0.01% | 487 |
|
|
2022
Q4 | $19.4K | Hold |
800
| – | – | 0.05% | 171 |
|
|
2022
Q3 | $19K | Hold |
800
| – | – | 0.05% | 177 |
|
|
2022
Q2 | $20.7K | Sell |
800
-3,118
| -80% | -$80.6K | 0.05% | 162 |
|
|
2022
Q1 | $20.8K | Hold |
3,918
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $17.5K | Hold |
3,918
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $17.5K | Hold |
3,918
| – | – | 0.04% | 161 |
|
|
2021
Q2 | $19.4K | Hold |
3,918
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $17.7K | Buy |
3,918
+800
| +26% | +$3.61K | 0.05% | 151 |
|
|
2020
Q4 | $61 | Hold |
3,118
| – | – | ﹤0.01% | 329 |
|
|
2020
Q3 | $49 | Hold |
3,118
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $56 | Hold |
3,118
| – | – | ﹤0.01% | 317 |
|
|
2020
Q1 | $44 | Buy |
+3,118
| New | +$44 | ﹤0.01% | 337 |
|
|
2019
Q2 | $90 | Buy |
+3,118
| New | +$90 | ﹤0.01% | 256 |
|
|
2018
Q4 | $76.7K | Hold |
3,118
| – | – | 0.03% | 242 |
|
|
2018
Q3 | $90.8K | Hold |
3,118
| – | – | 0.03% | 212 |
|
|
2018
Q2 | $85.4K | Hold |
3,118
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $76.4K | Hold |
3,118
| – | – | 0.04% | 243 |
|
|
2017
Q4 | $86.6K | Hold |
3,118
| – | – | 0.05% | 230 |
|
|
2017
Q3 | $82.3K | Buy |
3,118
+50
| +2% | +$1.32K | 0.05% | 221 |
|
|
2017
Q2 | $83.4K | Buy |
+3,068
| New | +$83.4K | 0.05% | 218 |
|