Annex Advisory Services’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
Q4
$473K Buy
2020
Q4
Sell
2020
Q3
$193K Buy
2016
Q2
Sell
2016
Q1
$569K Buy
2015
Q4
$539K Buy
2015
Q3
$472K Buy
2015
Q2
$410K Buy
2015
Q1
$335K Buy