PWM
EPD icon

PBMares Wealth Management’s Enterprise Products Partners EPD Stock Holding History

PBMares Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$372K Sell
12,010
-5,500
-31% -$171K 0.07% 128
2025
Q1 		$598K Sell
17,510
-2,503
-13% -$85.5K 0.12% 95
2024
Q4 		$628K Buy
+20,013
New +$628K 0.13% 94