Atria Wealth Solutions’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 Q2	$1.73M	Sell	55,437 -139,919	-72%	-$4.36M	0.04%	464
2025 Q1	$6.67M	Sell	195,356 -21,134	-10%	-$704K	0.08%	261
2024 Q4	$6.79M	Buy	216,490 +38,167	+21%	+$1.17M	0.07%	275
2024 Q3	$5.19M	Buy	178,323 +5,423	+3%	+$158K	0.06%	336
2024 Q2	$5.01M	Sell	172,900 -189,696	-52%	-$5.44M	0.06%	345
2024 Q1	$10.6M	Buy	362,596 +17,620	+5%	+$484K	0.12%	186
2023 Q4	$9.09M	Sell	344,976 -28,753	-8%	-$766K	0.11%	181
2023 Q3	$10.2M	Sell	373,729 -12,945	-3%	-$346K	0.14%	154
2023 Q2	$10.2M	Sell	386,674 -12,484	-3%	-$326K	0.14%	153
2023 Q1	$10.3M	Sell	399,158 -94,717	-19%	-$2.43M	0.15%	143
2022 Q4	$11.9M	Buy	493,875 +19,646	+4%	+$484K	0.19%	122
2022 Q3	$11.3M	Buy	474,229 +8,501	+2%	+$219K	0.2%	112
2022 Q2	$11.3M	Buy	465,728 +194,916	+72%	+$5.13M	0.23%	104
2022 Q1	$6.99M	Buy	+270,812	New	+$6.57M	0.12%	187