Empirical 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
$455K Sell
2025
Q2
$600K Buy
2025
Q1
$649K Sell
2024
Q4
$602K Buy
2024
Q3
$420K Sell
2024
Q2
$474K Buy
2024
Q1
$441K Buy
2023
Q4
$281K Sell
2023
Q3
$328K Buy
2023
Q2
$305K Buy
2020
Q1
Sell
2019
Q4
$493K Buy
2019
Q3
$413K Buy