Investment Advisory Services’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
Q2
$289K Sell
9,324
-1,900
-17% -$58.9K 0.1% 96
2025
Q1
$383K Buy
+11,224
New +$383K 0.14% 82
2020
Q1
Sell
-26,389
Closed -$743K 70
2019
Q4
$743K Buy
+26,389
New +$743K 0.67% 43