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Summit Financial Strategies’s Enterprise Products Partners EPD Stock Holding History

Summit Financial Strategies’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,178
Closed -$225K – 151
2024
Q4 		$225K Hold
7,178
– – 0.02% 130
2024
Q3 		$209K Hold
7,178
– – 0.02% 138
2024
Q2 		$208K Hold
7,178
– – 0.03% 137
2024
Q1 		$209K Buy
+7,178
New +$209K 0.03% 137