Journey Strategic Wealth’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 | $368K | Hold |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $522K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $210K | Buy |
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