Kingswood Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Kingswood Wealth Advisors’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
2025 Q3	$680K	Buy
2025 Q2	$561K	Sell
2025 Q1	$654K	Sell
2024 Q4	$792K	Buy
2024 Q3	$651K	Buy
2024 Q2	$607K	Buy
2024 Q1	$510K	Buy
2023 Q3	–	Sell
2023 Q2	$225K	Buy