Axxcess Wealth Management’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
Q3
$446K Sell
2025
Q2
$445K Hold
2025
Q1
$490K Hold
2024
Q4
$450K Buy
2024
Q3
$408K Sell
2024
Q2
$431K Buy
2024
Q1
$271K Sell
2023
Q4
$585K Sell
2023
Q3
$1.31M Buy
2023
Q2
Sell
2023
Q1
$333K Hold
2022
Q4
$310K Buy