ORG Wealth Partners’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	$2.05M	Buy	65,632 +304	+0.5%	+$9.48K	0.49%	23
2025 Q1	$2.24M	Buy	65,328 +11,702	+22%	+$400K	0.69%	22
2024 Q4	$1.68M	Sell	53,626 -5,008	-9%	-$157K	0.52%	18
2024 Q3	$1.71M	Buy	+58,634	New	+$1.71M	0.57%	18