Sax Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Sax Wealth Advisors’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	$240K	Buy
2025 Q2	$237K	Buy
2025 Q1	$245K	Buy
2024 Q4	$215K	Buy
2024 Q3	–	Sell
2024 Q2	$245K	Hold
2024 Q1	$247K	Buy