Evernest Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Hold
20,000
0.2% 97
2025
Q1
$683K Hold
20,000
0.25% 87
2024
Q4
$627K Buy
+20,000
New +$627K 0.16% 95