Elevation Wealth Partners’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 | $106K | Buy |
|
|||||
|
2025
Q2 | $103K | Buy |
|
|||||
|
2025
Q1 | $112K | Buy |
|
|||||
|
2024
Q4 | $101K | Buy |
|
|||||
|
2024
Q3 | $92.2K | Buy |
|
|||||
|
2024
Q2 | $90.2K | Sell |
|
|||||
|
2024
Q1 | $109K | Sell |
|
|||||
|
2023
Q4 | $105K | Hold |
|
|||||
|
2023
Q3 | $105K | Hold |
|
|||||
|
2023
Q2 | $101K | Sell |
|
|||||
|
2023
Q1 | $153K | Buy |
|