WMS Partners’s Enterprise Products Partners EPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $371K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $240K | Hold |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $425K | Buy |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $10.5M | Sell |
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|
2018
Q2 | $10.1M | Buy |
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|
2018
Q1 | $8.91M | Sell |
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|
2017
Q4 | $10.2M | Sell |
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|
2017
Q3 | $10.1M | Buy |
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|
2017
Q2 | $10.5M | Buy |
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|
2017
Q1 | $10.6M | Buy |
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|
2016
Q4 | $10.4M | Sell |
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|
2016
Q3 | $10.6M | Buy |
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|
2016
Q2 | $11.2M | Buy |
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|
2016
Q1 | $9.38M | Sell |
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|
2015
Q4 | $9.77M | Sell |
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|
2015
Q3 | $9.55M | Sell |
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|
2015
Q2 | $11.6M | Buy |
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|
2015
Q1 | $12.6M | Buy |
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|
2014
Q4 | $13.8M | Buy |
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|
2014
Q3 | $15.3M | Buy |
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|
2014
Q2 | $14.8M | Buy |
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|
2014
Q1 | $13.2M | Hold |
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|
2013
Q4 | $12.6M | Hold |
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|
2013
Q3 | $11.6M | Hold |
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|
2013
Q2 | $11.8M | Buy |
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