GeoWealth Management’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 Q1	–	Sell	-87	Closed	-$2.73K	–	1277
2024 Q4	$2.73K	Hold	87	–	–	﹤0.01%	1619
2024 Q3	$2.53K	Buy	+87	New	+$2.53K	﹤0.01%	1540