Patton Albertson Miller 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
2025 Q3	–	Sell	-8,606	Closed	-$267K	–	212
2025 Q2	$267K	Hold	8,606	–	–	0.04%	189
2025 Q1	$294K	Hold	8,606	–	–	0.04%	180
2024 Q4	$270K	Hold	8,606	–	–	0.04%	188
2024 Q3	$251K	Hold	8,606	–	–	0.03%	190
2024 Q2	$249K	Buy	+8,606	New	+$247K	0.04%	184
2020 Q1	–	Sell	-8,825	Closed	-$249K	–	221
2019 Q4	$249K	Buy	8,825 +600	+7%	+$16.3K	0.07%	215
2019 Q3	$235K	Sell	8,225 -1,700	-17%	-$49.5K	0.07%	220
2019 Q2	$282K	Buy	+9,925	New	+$286K	0.08%	204
2018 Q4	–	Sell	-2,580	Closed	-$69K	–	171
2018 Q3	$69K	Buy	+2,580	New	+$74.5K	0.04%	158
2018 Q1	–	Sell	-7,730	Closed	-$205K	–	116
2017 Q4	$205K	Hold	7,730	–	–	0.08%	122
2017 Q3	$203K	Hold	7,730	–	–	0.09%	126
2017 Q2	$210K	Sell	7,730 -370	-5%	-$10K	0.09%	125
2017 Q1	$217K	Hold	8,100	–	–	0.09%	131
2016 Q4	$219K	Hold	8,100	–	–	0.09%	124
2016 Q3	$224K	Hold	8,100	–	–	0.1%	125
2016 Q2	$237K	Buy	+8,100	New	+$217K	0.11%	119