Rockwood Wealth Management’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
$914K Hold
2025
Q2
$906K Hold
2025
Q1
$998K Hold
2024
Q4
$912K Buy
2024
Q3
$831K Hold
2024
Q2
$827K Hold
2024
Q1
$833K Hold
2023
Q4
$752K Hold
2023
Q3
$781K Hold
2023
Q2
$752K Hold
2023
Q1
$739K Sell
2022
Q4
$698K Hold
2022
Q3
$689K Hold
2022
Q2
$706K Hold
2022
Q1
$747K Hold
2021
Q4
$636K Buy