Congress 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 Q2	$15.2M	Buy	489,122 +6,264	+1%	+$195K	0.15%	171
2025 Q1	$16.5M	Buy	482,858 +20,591	+4%	+$686K	0.2%	133
2024 Q4	$14.5M	Buy	462,267 +14,550	+3%	+$447K	0.2%	148
2024 Q3	$13M	Buy	447,717 +411,904	+1,150%	+$12M	0.17%	174
2024 Q2	$1.04M	Buy	35,813 +287	+0.8%	+$8.23K	0.02%	420
2024 Q1	$1.04M	Sell	35,526 -13,336	-27%	-$366K	0.02%	372
2023 Q4	$1.29M	Buy	48,862 +4,978	+11%	+$133K	0.02%	365
2023 Q3	$1.2M	Buy	43,884 +32,934	+301%	+$881K	0.02%	356
2023 Q2	$289K	Buy	10,950 +100	+0.9%	+$2.61K	0.01%	490
2023 Q1	$281K	Buy	10,850 +200	+2%	+$5.14K	0.01%	492
2022 Q4	$257K	Sell	10,650 -2,150	-17%	-$52.9K	0.01%	505
2022 Q3	$304K	Hold	12,800	–	–	0.01%	470
2022 Q2	$311K	Sell	12,800 -1,300	-9%	-$34.2K	0.01%	470
2022 Q1	$364K	Sell	14,100 -1,960	-12%	-$47.6K	0.01%	480
2021 Q4	$353K	Buy	+16,060	New	+$360K	0.01%	505