Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $786K | Hold |
26,924
| – | – | 0.02% | 268 |
|
|
2023
Q4 | $709K | Sell |
26,924
-7,544
| -22% | -$199K | 0.02% | 282 |
|
|
2023
Q3 | $943K | Buy |
34,468
+424
| +1% | +$11.6K | 0.03% | 230 |
|
|
2023
Q2 | $897K | Buy |
34,044
+2,000
| +6% | +$52.7K | 0.03% | 237 |
|
|
2023
Q1 | $830K | Buy |
32,044
+4,487
| +16% | +$116K | 0.03% | 241 |
|
|
2022
Q4 | $665K | Buy |
+27,557
| New | +$665K | 0.03% | 262 |
|
|
2020
Q2 | – | Sell |
-10,759
| Closed | -$154K | – | 392 |
|
|
2020
Q1 | $154K | Buy |
+10,759
| New | +$154K | 0.01% | 346 |
|
|
2018
Q4 | – | Sell |
-4,960
| Closed | -$143K | – | 629 |
|
|
2018
Q3 | $143K | Buy |
+4,960
| New | +$143K | 0.01% | 467 |
|