Bard Financial 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 Q3	$5.26M	Buy	168,200 +1,250	+0.7%	+$39.4K	0.58%	49
2025 Q2	$5.18M	Hold	166,950	–	–	0.62%	49
2025 Q1	$5.7M	Buy	166,950 +7,500	+5%	+$250K	0.7%	43
2024 Q4	$5M	Sell	159,450 -16,425	-9%	-$505K	0.6%	49
2024 Q3	$5.12M	Sell	175,875 -11,250	-6%	-$329K	0.6%	45
2024 Q2	$5.42M	Buy	187,125 +7,500	+4%	+$215K	0.56%	46
2024 Q1	$5.24M	Sell	179,625 -550	-0.3%	-$15.1K	0.56%	50
2023 Q4	$4.75M	Sell	180,175 -4,350	-2%	-$116K	0.53%	50
2023 Q3	$5.05M	Buy	184,525 +1,250	+0.7%	+$33.4K	0.62%	43
2023 Q2	$4.83M	Hold	183,275	–	–	0.37%	68
2023 Q1	$4.75M	Buy	183,275 +7,750	+4%	+$199K	0.38%	69
2022 Q4	$4.23M	Buy	175,525 +9,250	+6%	+$228K	0.36%	68
2022 Q3	$3.95M	Buy	166,275 +14,250	+9%	+$368K	0.37%	66
2022 Q2	$3.71M	Buy	152,025 +13,000	+9%	+$342K	0.34%	73
2022 Q1	$3.59M	Sell	139,025 -4,000	-3%	-$97.1K	0.29%	87
2021 Q4	$3.14M	Buy	143,025 +4,950	+4%	+$111K	0.25%	91
2021 Q3	$2.99M	Buy	138,075 +750	+0.5%	+$17K	0.26%	91
2021 Q2	$3.31M	Buy	137,325 +10,225	+8%	+$242K	0.29%	86
2021 Q1	$2.8M	Buy	127,100 +2,700	+2%	+$59.4K	0.27%	89
2020 Q4	$2.44M	Buy	+124,400	New	+$2.32M	0.24%	93