PJWM
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Philip James Wealth Mangement’s Enterprise Products Partners EPD Stock Holding History

Philip James Wealth Mangement’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,240
Closed -$247K – 172
2025
Q1 		$247K Hold
7,240
– – 0.03% 147
2024
Q4 		$227K Hold
7,240
– – 0.03% 159
2024
Q3 		$211K Buy
+7,240
New +$211K 0.03% 155