Meridian Wealth Advisors’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	$1.28M	Hold	41,348	–	–	0.2%	71
2025 Q1	$1.41M	Hold	41,348	–	–	0.24%	64
2024 Q4	$1.3M	Sell	41,348 -11,000	-21%	-$345K	0.21%	73
2024 Q3	$1.52M	Sell	52,348 -500	-0.9%	-$14.6K	0.25%	62
2024 Q2	$1.53M	Sell	52,848 -24	-0%	-$696	0.27%	62
2024 Q1	$1.54M	Sell	52,872 -376	-0.7%	-$11K	0.29%	64
2023 Q4	$1.4M	Buy	53,248 +9,777	+22%	+$258K	0.31%	64
2023 Q3	$1.19M	Buy	43,471 +223	+0.5%	+$6.1K	0.3%	68
2023 Q2	$1.14M	Hold	43,248	–	–	0.28%	72
2023 Q1	$1.12M	Hold	43,248	–	–	0.28%	71
2022 Q4	$1.04M	Hold	43,248	–	–	0.27%	74
2022 Q3	$1.03M	Buy	43,248 +610	+1%	+$14.5K	0.29%	72
2022 Q2	$1.04M	Hold	42,638	–	–	0.28%	76
2022 Q1	$1.1M	Buy	42,638 +4,945	+13%	+$128K	0.26%	79
2021 Q4	$828K	Sell	37,693 -5,513	-13%	-$121K	0.2%	95
2021 Q3	$935K	Buy	43,206 +1,096	+3%	+$23.7K	0.26%	82
2021 Q2	$1.02M	Buy	42,110 +1,840	+5%	+$44.4K	0.29%	77
2021 Q1	$887K	Buy	40,270 +4,727	+13%	+$104K	0.29%	73
2020 Q4	$696K	Sell	35,543 -1,000	-3%	-$19.6K	0.25%	84
2020 Q3	$577K	Sell	36,543 -4,000	-10%	-$63.2K	0.25%	86
2020 Q2	$737K	Sell	40,543 -2,624	-6%	-$47.7K	0.34%	65
2020 Q1	$617K	Sell	43,167 -207	-0.5%	-$2.96K	0.34%	63
2019 Q4	$1.22M	Buy	43,374 +1,010	+2%	+$28.4K	0.48%	38
2019 Q3	$1.21M	Buy	+42,364	New	+$1.21M	0.52%	37
2019 Q2	–	Hold	0	–	-$1.11M	–	25
2019 Q1	–	Sell	-37,140	Closed	-$913K	–	25
2018 Q4	$913K	Buy	+37,140	New	+$913K	0.7%	27