Summit Financial Wealth Advisors’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 | $324K | Hold |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $237K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $209K | Buy |
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|
2019
Q2 | $208K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $36K | Hold |
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|
2015
Q2 | $43K | Hold |
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|
2015
Q1 | $49K | Hold |
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|
2014
Q4 | $52K | Buy |
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