Stiles Financial Services’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
2026 Q1	$213K	Buy	+5,621	New	+$199K	0.07%	169
2025 Q2	–	Sell	-7,187	Closed	-$245K	–	177
2025 Q1	$245K	Buy	7,187 +59	+0.8%	+$1.97K	0.09%	155
2024 Q4	$224K	Buy	7,128 +80	+1%	+$2.46K	0.08%	170
2024 Q3	$205K	Sell	7,048 -752	-10%	-$22K	0.07%	180
2024 Q2	$226K	Buy	7,800 +81	+1%	+$2.32K	0.09%	170
2024 Q1	$225K	Buy	7,719 +86	+1%	+$2.36K	0.09%	165
2023 Q4	$201K	Sell	7,633 -1,347	-15%	-$35.9K	0.09%	163
2023 Q3	$246K	Buy	8,980 +107	+1%	+$2.86K	0.13%	151
2023 Q2	$234K	Buy	8,873 +135	+2%	+$3.53K	0.12%	164
2023 Q1	$226K	Buy	8,738 +128	+1%	+$3.29K	0.12%	162
2022 Q4	$208K	Buy	8,610 +130	+2%	+$3.2K	0.12%	164
2022 Q3	$202K	Buy	8,480 +118	+1%	+$3.04K	0.12%	156
2022 Q2	$204K	Buy	8,362 +119	+1%	+$3.13K	0.12%	162
2022 Q1	$213K	Buy	+8,243	New	+$200K	0.11%	169