YHB Investment 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 | $251K | Hold |
8,098
| – | – | 0.02% | 275 |
|
|
2025
Q1 | $276K | Hold |
8,098
| – | – | 0.02% | 248 |
|
|
2024
Q4 | $254K | Sell |
8,098
-150
| -2% | -$4.7K | 0.02% | 253 |
|
|
2024
Q3 | $240K | Sell |
8,248
-212
| -3% | -$6.17K | 0.02% | 261 |
|
|
2024
Q2 | $245K | Buy |
8,460
+86
| +1% | +$2.49K | 0.02% | 254 |
|
|
2024
Q1 | $244K | Sell |
8,374
-400
| -5% | -$11.7K | 0.02% | 249 |
|
|
2023
Q4 | $231K | Hold |
8,774
| – | – | 0.02% | 248 |
|
|
2023
Q3 | $240K | Hold |
8,774
| – | – | 0.02% | 251 |
|
|
2023
Q2 | $231K | Sell |
8,774
-520
| -6% | -$13.7K | 0.02% | 258 |
|
|
2023
Q1 | $241K | Hold |
9,294
| – | – | 0.02% | 254 |
|
|
2022
Q4 | $224K | Buy |
9,294
+500
| +6% | +$12.1K | 0.02% | 267 |
|
|
2022
Q3 | $209K | Buy |
8,794
+150
| +2% | +$3.57K | 0.02% | 268 |
|
|
2022
Q2 | $211K | Buy |
8,644
+400
| +5% | +$9.76K | 0.02% | 267 |
|
|
2022
Q1 | $213K | Buy |
+8,244
| New | +$213K | 0.02% | 285 |
|
|
2020
Q3 | – | Sell |
-12,232
| Closed | -$222K | – | 267 |
|
|
2020
Q2 | $222K | Sell |
12,232
-2,066
| -14% | -$37.5K | 0.03% | 170 |
|
|
2020
Q1 | $204K | Hold |
14,298
| – | – | 0.04% | 161 |
|
|
2019
Q4 | $403K | Buy |
14,298
+5,501
| +63% | +$155K | 0.06% | 139 |
|
|
2019
Q3 | $251K | Buy |
8,797
+190
| +2% | +$5.42K | 0.04% | 172 |
|
|
2019
Q2 | $248K | Sell |
8,607
-400
| -4% | -$11.5K | 0.04% | 168 |
|
|
2019
Q1 | $262K | Hold |
9,007
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $221K | Sell |
9,007
-284
| -3% | -$6.97K | 0.04% | 168 |
|
|
2018
Q3 | $267K | Sell |
9,291
-125
| -1% | -$3.59K | 0.04% | 168 |
|
|
2018
Q2 | $261K | Sell |
9,416
-450
| -5% | -$12.5K | 0.04% | 166 |
|
|
2018
Q1 | $242K | Sell |
9,866
-820
| -8% | -$20.1K | 0.04% | 169 |
|
|
2017
Q4 | $283K | Sell |
10,686
-80
| -0.7% | -$2.12K | 0.05% | 163 |
|
|
2017
Q3 | $281K | Sell |
10,766
-600
| -5% | -$15.7K | 0.05% | 156 |
|
|
2017
Q2 | $308K | Hold |
11,366
| – | – | 0.05% | 148 |
|
|
2017
Q1 | $311K | Hold |
11,366
| – | – | 0.06% | 148 |
|
|
2016
Q4 | $307K | Sell |
11,366
-250
| -2% | -$6.75K | 0.06% | 145 |
|
|
2016
Q3 | $321K | Hold |
11,616
| – | – | 0.08% | 138 |
|
|
2016
Q2 | $340K | Buy |
+11,616
| New | +$340K | 0.07% | 136 |
|