Smith Salley 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
Q4
$223K Buy
2025
Q2
Sell
2025
Q1
$286K Sell
2024
Q4
$269K Hold
2024
Q3
$250K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2019
Q3
Sell
2019
Q2
$283K Buy
2014
Q1
Sell
2013
Q4
$257K Hold
2013
Q3
$237K Hold
2013
Q2
$241K Buy