Jamison Private 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
2026 Q1	$1.51M	Buy	40,034 +570	+1%	+$20.2K	0.19%	100
2025 Q4	$1.27M	Buy	39,464 +78	+0.2%	+$2.47K	0.16%	111
2025 Q3	$1.23M	Buy	39,386 +78	+0.2%	+$2.46K	0.16%	106
2025 Q2	$1.22M	Buy	39,308 +75	+0.2%	+$2.34K	0.18%	96
2025 Q1	$1.34M	Sell	39,233 -4,998	-11%	-$166K	0.2%	95
2024 Q4	$1.39M	Buy	44,231 +74	+0.2%	+$2.27K	0.2%	95
2024 Q3	$1.29M	Buy	44,157 +77	+0.2%	+$2.25K	0.2%	95
2024 Q2	$1.28M	Buy	44,080 +75	+0.2%	+$2.15K	0.21%	90
2024 Q1	$1.28M	Buy	44,005 +4,353	+11%	+$120K	0.22%	86
2023 Q4	$1.04M	Sell	39,652 -1,746	-4%	-$46.5K	0.2%	95
2023 Q3	$1.13M	Buy	+41,398	New	+$1.11M	0.23%	83