Forvis Wealth Advisors, LLC Enterprise Products Partners L.P. Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Enterprise Products Partners L.P. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 21,712 shares of EPD stock, worth $674,157. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,712

Previous 19,712 10.15%

Holding current value

$674,157

Previous $618,000 19.9%

% of portfolio

0.02%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$31.75 - $34.14 $63,500 - $68,280	2,000 Added 10.15%	21,712 $741,000
Q4 2024 Feb 03, 2025	BUY	$28.66 - $34.43 $143,300 - $172,150	5,000 Added 33.99%	19,712 $618,000
Q3 2024 Nov 14, 2024	SELL	$27.88 - $30.0 $16,811 - $18,090	-603 Reduced 3.94%	14,712 $428,000
Q2 2024 Aug 09, 2024	SELL	$27.74 - $29.88 $41,887 - $45,118	-1,510 Reduced 8.97%	15,315 $443,000
Q1 2024 Apr 19, 2024	SELL	$26.23 - $29.18 $33,626 - $37,408	-1,282 Reduced 7.08%	16,825 $490,000
Q4 2023 Jan 11, 2024	BUY	$25.89 - $27.68 $53,825 - $57,546	2,079 Added 12.97%	18,107 $477,000
Q3 2023 Oct 25, 2023	BUY	$26.25 - $27.42 $52,631 - $54,977	2,005 Added 14.3%	16,028 $438,000
Q3 2022 Oct 13, 2022	SELL	$22.91 - $27.31 $34,250 - $40,828	-1,495 Reduced 9.63%	14,023 $333,000
Q1 2022 May 10, 2022	BUY	$22.64 - $26.07 $351,327 - $404,554	15,518 New	15,518 $401,000
Q4 2021 Jan 14, 2022	SELL	$20.73 - $24.69 $216,566 - $257,936	-10,447 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$21.3 - $24.6 $37,445 - $43,246	1,758 Added 20.23%	10,447 $226,000
Q2 2021 Jul 14, 2021	SELL	$22.26 - $25.44 $80,358 - $91,838	-3,610 Reduced 29.35%	8,689 $210,000
Q1 2021 Apr 23, 2021	BUY	$19.29 - $23.7 $1,929 - $2,370	100 Added 0.82%	12,299 $271,000
Q4 2020 Jan 22, 2021	BUY	$15.67 - $21.61 $191,158 - $263,620	12,199 New	12,199 $239,000
Q1 2020 Apr 10, 2020	SELL	$12.27 - $29.02 $91,571 - $216,576	-7,463 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$25.15 - $28.52 $1,760 - $1,996	70 Added 0.95%	7,463 $210,000
Q3 2019 Oct 29, 2019	BUY	$27.86 - $30.68 $4,596 - $5,062	165 Added 2.28%	7,393 $211,000
Q2 2019 Jul 10, 2019	SELL	$27.85 - $29.6 $3,843 - $4,084	-138 Reduced 1.87%	7,228 $209,000
Q1 2019 Apr 10, 2019	BUY	$24.99 - $29.3 $184,076 - $215,823	7,366 New	7,366 $214,000
Q4 2018 Jan 15, 2019	SELL	$23.51 - $29.33 $172,563 - $215,282	-7,340 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	$27.38 - $29.91 $26,859 - $29,341	-981 Reduced 11.79%	7,340 $211,000
Q2 2018 Jul 13, 2018	SELL	$24.22 - $29.52 $26,763 - $32,619	-1,105 Reduced 11.72%	8,321 $230,000
Q1 2018 May 25, 2018	BUY	$24.06 - $29.4 $28,029 - $34,251	1,165 Added 14.1%	9,426 $231,000
Q1 2018 Apr 20, 2018	BUY	$24.06 - $29.4 $198,759 - $242,873	8,261 New	8,261 $222,000

Others Institutions Holding EPD

# of Institutions

1,654

Shares Held

555M

Call Options Held

10.7M

Put Options Held

3.34M

View Full List

About ENTERPRISE PRODUCTS PARTNERS L.P.

Ticker EPD
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 2,175,559,936
Market Cap $67.6B
Description
Enterprise Products Partners L.P. provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products. The company operates through four segments: NGL Pipelines & Services, Crude Oil Pipelines & Services, Natural Gas Pipelines & Services, and Petroc...

More about EPD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Enterprise Products Partners L.P. Transaction History