Holistic Planning’s Enterprise Products Partners EPD Stock Holding History

Holistic Planning’s Portfolio EPD Stock Details EPD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$528K	Buy
2025 Q4	$447K	Hold
2025 Q3	$436K	Buy
2025 Q2	$333K	Buy
2025 Q1	$361K	Buy
2024 Q4	$274K	Hold
2024 Q3	$254K	Buy
2024 Q2	$236K	Hold
2024 Q1	$236K	Sell
2023 Q4	$226K	Buy