WTC
WhitTier Trust Company’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
8,761
-3,503
| -29% | -$109K | 0.01% | 482 |
|
|
2025
Q1 | $419K | Buy |
12,264
+2,037
| +20% | +$69.5K | 0.01% | 415 |
|
|
2024
Q4 | $321K | Hold |
10,227
| – | – | 0.01% | 434 |
|
|
2024
Q3 | $298K | Hold |
10,227
| – | – | 0.01% | 428 |
|
|
2024
Q2 | $296K | Hold |
10,227
| – | – | 0.01% | 413 |
|
|
2024
Q1 | $298K | Buy |
10,227
+3,866
| +61% | +$113K | 0.01% | 414 |
|
|
2023
Q4 | $168K | Hold |
6,361
| – | – | 0.01% | 491 |
|
|
2023
Q3 | $174K | Hold |
6,361
| – | – | 0.01% | 468 |
|
|
2023
Q2 | $168K | Hold |
6,361
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $165K | Hold |
6,361
| – | – | 0.01% | 484 |
|
|
2022
Q4 | $153K | Sell |
6,361
-2,985
| -32% | -$72K | 0.01% | 487 |
|
|
2022
Q3 | $222K | Sell |
9,346
-1,000
| -10% | -$23.8K | 0.01% | 449 |
|
|
2022
Q2 | $252K | Buy |
10,346
+2,985
| +41% | +$72.7K | 0.01% | 429 |
|
|
2022
Q1 | $190K | Hold |
7,361
| – | – | 0.01% | 469 |
|
|
2021
Q4 | $162K | Hold |
7,361
| – | – | 0.01% | 492 |
|
|
2021
Q3 | $159K | Sell |
7,361
-400
| -5% | -$8.64K | 0.01% | 486 |
|
|
2021
Q2 | $187K | Hold |
7,761
| – | – | 0.01% | 462 |
|
|
2021
Q1 | $171K | Sell |
7,761
-819
| -10% | -$18K | 0.01% | 457 |
|
|
2020
Q4 | $168K | Sell |
8,580
-1,290
| -13% | -$25.3K | 0.01% | 447 |
|
|
2020
Q3 | $156K | Hold |
9,870
| – | – | 0.01% | 451 |
|
|
2020
Q2 | $179K | Sell |
9,870
-3,530
| -26% | -$64K | 0.01% | 411 |
|
|
2020
Q1 | $192K | Sell |
13,400
-3,800
| -22% | -$54.4K | 0.01% | 392 |
|
|
2019
Q4 | $484K | Hold |
17,200
| – | – | 0.03% | 305 |
|
|
2019
Q3 | $491K | Buy |
17,200
+1,000
| +6% | +$28.5K | 0.03% | 294 |
|
|
2019
Q2 | $468K | Hold |
16,200
| – | – | 0.03% | 291 |
|
|
2019
Q1 | $471K | Hold |
16,200
| – | – | 0.03% | 280 |
|
|
2018
Q4 | $398K | Sell |
16,200
-1,000
| -6% | -$24.6K | 0.03% | 289 |
|
|
2018
Q3 | $494K | Hold |
17,200
| – | – | 0.04% | 269 |
|
|
2018
Q2 | $476K | Sell |
17,200
-2,160
| -11% | -$59.8K | 0.04% | 270 |
|
|
2018
Q1 | $474K | Buy |
19,360
+3,160
| +20% | +$77.4K | 0.04% | 268 |
|
|
2017
Q4 | $429K | Sell |
16,200
-1,600
| -9% | -$42.4K | 0.04% | 269 |
|
|
2017
Q3 | $464K | Hold |
17,800
| – | – | 0.04% | 263 |
|
|
2017
Q2 | $482K | Sell |
17,800
-2,582
| -13% | -$69.9K | 0.05% | 253 |
|
|
2017
Q1 | $563K | Buy |
20,382
+1,200
| +6% | +$33.1K | 0.06% | 235 |
|
|
2016
Q4 | $519K | Hold |
19,182
| – | – | 0.06% | 229 |
|
|
2016
Q3 | $530K | Hold |
19,182
| – | – | 0.06% | 226 |
|
|
2016
Q2 | $561K | Sell |
19,182
-2,540
| -12% | -$74.3K | 0.06% | 232 |
|
|
2016
Q1 | $535K | Buy |
21,722
+1,200
| +6% | +$29.6K | 0.06% | 233 |
|
|
2015
Q4 | $525K | Sell |
20,522
-540
| -3% | -$13.8K | 0.06% | 232 |
|
|
2015
Q3 | $524K | Sell |
21,062
-600
| -3% | -$14.9K | 0.06% | 238 |
|
|
2015
Q2 | $647K | Hold |
21,662
| – | – | 0.07% | 227 |
|
|
2015
Q1 | $713K | Sell |
21,662
-10,000
| -32% | -$329K | 0.08% | 220 |
|
|
2014
Q4 | $1.14M | Sell |
31,662
-3,000
| -9% | -$108K | 0.13% | 166 |
|
|
2014
Q3 | $1.4M | Buy |
34,662
+16,831
| +94% | +$678K | 0.16% | 133 |
|
|
2014
Q2 | $1.4M | Buy |
17,831
+270
| +2% | +$21.1K | 0.16% | 137 |
|
|
2014
Q1 | $1.22M | Buy |
17,561
+1,291
| +8% | +$89.5K | 0.14% | 149 |
|
|
2013
Q4 | $1.08M | Hold |
16,270
| – | – | 0.13% | 155 |
|
|
2013
Q3 | $993K | Hold |
16,270
| – | – | 0.13% | 157 |
|
|
2013
Q2 | $1.01M | Buy |
+16,270
| New | +$1.01M | 0.15% | 139 |
|