Alliance Wealth Advisors (Pennsylvania)’s Enterprise Products Partners EPD Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2026 Q2	$271K	Hold	7,366	–	–	0.09%	140
2026 Q1	$279K	Buy	7,366 +1	+0%	+$35	0.12%	130
2025 Q4	$236K	Buy	7,365 +1	+0%	+$32	0.1%	145
2025 Q3	$230K	Hold	7,364	–	–	0.1%	144
2025 Q2	$228K	Buy	7,364 +1	+0%	+$31	0.12%	137
2025 Q1	$251K	Hold	7,363	–	–	0.14%	125
2024 Q4	$231K	Buy	7,363 +1	+0%	+$31	0.13%	133
2024 Q3	$214K	Buy	7,362 +1	+0%	+$29	0.12%	131
2024 Q2	$213K	Sell	7,361 -118	-2%	-$3.38K	0.13%	128
2024 Q1	$218K	Buy	+7,479	New	+$205K	0.14%	125
2023 Q4	–	Sell	-7,477	Closed	-$205K	–	131
2023 Q3	$205K	Buy	+7,477	New	+$200K	0.15%	121

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Wealth Enhancement Advisory Services

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Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return