Apexium Financial’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	$239K	Sell	7,712 -1,674	-18%	-$51.9K	0.01%	251
2025 Q1	$320K	Buy	9,386 +1,636	+21%	+$55.9K	0.02%	217
2024 Q4	$243K	Buy	7,750 +37	+0.5%	+$1.16K	0.01%	232
2024 Q3	$225K	Buy	+7,713	New	+$225K	0.01%	216