Modern Wealth Management’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
$758K Buy
24,435
+415
+2% +$12.9K 0.02% 402
2025
Q1
$820K Sell
24,020
-492
-2% -$16.8K 0.03% 333
2024
Q4
$769K Buy
+24,512
New +$769K 0.03% 298