Finer 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 | $316K | Sell |
|
|||||
|
2025
Q1 | $356K | Sell |
|
|||||
|
2024
Q4 | $342K | Sell |
|
|||||
|
2024
Q3 | $368K | Sell |
|
|||||
|
2024
Q2 | $435K | Sell |
|
|||||
|
2024
Q1 | $451K | Sell |
|
|||||
|
2023
Q4 | $574K | Sell |
|
|||||
|
2023
Q3 | $723K | Sell |
|
|||||
|
2023
Q2 | $713K | Sell |
|
|||||
|
2023
Q1 | $703K | Buy |
|
|||||
|
2022
Q4 | $606K | Sell |
|
|||||
|
2022
Q3 | $897K | Sell |
|
|||||
|
2022
Q2 | $928K | Buy |
|
|||||
|
2022
Q1 | $497K | Buy |
|
|||||
|
2021
Q4 | $270K | Buy |
|