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Quantum Financial Planning Services’s Enterprise Products Partners EPD Stock Holding History

Quantum Financial Planning Services’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$310K – 50
2025
Q2 		$310K Buy
+10,000
New +$312K 0.15% 33

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Quantum Financial Planning Services's EPD Position: Q3 2025 in Review

Quantum Financial Planning Services sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 10,000 shares — an estimated $310K sold.

Quantum Financial Planning Services first reported a position in EPD in Q2 2025 and held it in 1 quarter. The position peaked at $310K in Q2 2025. 1,428 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Quantum Financial Planning Services reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 10,000 Enterprise Products Partners shares in Q3 2025, an estimated $310K.
  • Quantum Financial Planning Services first reported a position in Enterprise Products Partners in Q2 2025 and held it in 1 quarter.
  • Quantum Financial Planning Services's Enterprise Products Partners position peaked at $310K in Q2 2025.
  • 1,428 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Quantum Financial Planning Services's 13F filing for Q3 2025, filed 14 Oct 2025.