Levy Wealth Management Group’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
2024 Q2	$1.25M	Buy	43,025 +122	+0.3%	+$3.5K	0.32%	39
2024 Q1	$1.13M	Hold	42,903	–	–	0.32%	37
2023 Q4	$1.13M	Sell	42,903 -714	-2%	-$19K	0.32%	37
2023 Q3	$1.19M	Buy	43,617 +59	+0.1%	+$1.58K	0.37%	37
2023 Q2	$1.15M	Buy	43,558 +58	+0.1%	+$1.52K	0.34%	36
2023 Q1	$1.13M	Buy	43,500 +55	+0.1%	+$1.41K	0.35%	36
2022 Q4	$1.05M	Buy	43,445 +57	+0.1%	+$1.4K	0.35%	34
2022 Q3	$1.03M	Buy	43,388 +51	+0.1%	+$1.32K	0.44%	29
2022 Q2	$1.06M	Buy	43,337 +51	+0.1%	+$1.34K	0.48%	27
2022 Q1	$1.12M	Buy	43,286 +53	+0.1%	+$1.29K	0.46%	27
2021 Q4	$949K	Sell	43,233 -1,246	-3%	-$27.9K	0.43%	29
2021 Q3	$963K	Buy	44,479 +53	+0.1%	+$1.2K	0.53%	27
2021 Q2	$1.07M	Sell	44,426 -10,674	-19%	-$253K	0.62%	25
2021 Q1	$1.21M	Sell	55,100 -2,404	-4%	-$52.9K	0.8%	21
2020 Q4	$1.13M	Buy	+57,504	New	+$1.07M	0.8%	19