Palumbo 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
$475K Hold
15,306
0.15% 107
2025
Q1
$523K Hold
15,306
0.17% 88
2024
Q4
$480K Hold
15,306
0.18% 88
2024
Q3
$446K Hold
15,306
0.17% 93
2024
Q2
$444K Hold
15,306
0.19% 84
2024
Q1
$447K Hold
15,306
0.2% 83
2023
Q4
$403K Buy
+15,306
New +$403K 0.21% 85