Allen Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Allen Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$859K	Sell
2025 Q2	$924K	Sell
2025 Q1	$1.04M	Sell
2024 Q4	$969K	Buy
2024 Q3	$842K	Sell
2024 Q2	$861K	Hold
2024 Q1	$867K	Sell
2023 Q4	$930K	Buy