EverSource Wealth Advisors’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
$369K Sell
2025
Q2
$371K Sell
2025
Q1
$437K Buy
2024
Q4
$401K Buy
2024
Q3
$370K Buy
2024
Q2
$344K Buy
2024
Q1
$271K Buy
2023
Q4
$215K Sell
2023
Q3
$258K Sell
2023
Q2
$259K Buy
2023
Q1
$246K Sell
2022
Q4
$323K Buy
2022
Q3
$240K Buy
2022
Q2
$138K Hold
2022
Q1
$147K Hold
2021
Q4
$125K Buy