FSM 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 | $1.78M | Sell |
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|
2025
Q2 | $1.79M | Sell |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $952K | Buy |
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|
2024
Q2 | $939K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $913K | Buy |
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|
2023
Q3 | $924K | Sell |
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|
2023
Q2 | $998K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $875K | Buy |
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|
2022
Q2 | $930K | Buy |
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