Transform Wealth’s Enterprise Products Partners EPD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.37M	Sell	40,274 -6,079	-13%	-$208K	0.08%	128
2024 Q4	$1.45M	Sell	46,353 -500	-1%	-$15.7K	0.08%	129
2024 Q3	$1.36M	Buy	46,853 +65	+0.1%	+$1.89K	0.09%	113
2024 Q2	$1.36M	Sell	46,788 -2,500	-5%	-$72.5K	0.1%	112
2024 Q1	$1.44M	Hold	49,288	–	–	0.14%	111
2023 Q4	$1.3M	Buy	49,288 +496	+1%	+$13.1K	0.13%	124
2023 Q3	$1.34M	Hold	48,792	–	–	0.14%	118
2023 Q2	$1.29M	Hold	48,792	–	–	0.12%	125
2023 Q1	$1.26M	Sell	48,792 -5,200	-10%	-$135K	0.12%	120
2022 Q4	$1.3M	Hold	53,992	–	–	0.15%	114
2022 Q3	$1.28M	Hold	53,992	–	–	0.17%	88
2022 Q2	$1.32M	Buy	53,992 +400	+0.7%	+$9.75K	0.2%	87
2022 Q1	$1.38M	Hold	53,592	–	–	0.16%	96
2021 Q4	$1.18M	Sell	53,592 -1,600	-3%	-$35.1K	0.12%	104
2021 Q3	$1.19M	Sell	55,192 -2,000	-3%	-$43.3K	0.14%	105
2021 Q2	$1.38M	Buy	57,192 +1,200	+2%	+$29K	0.17%	107
2021 Q1	$1.23M	Sell	55,992 -800	-1%	-$17.6K	0.25%	88
2020 Q4	$1.11M	Buy	56,792 +7,600	+15%	+$149K	0.23%	95
2020 Q3	$777K	Buy	49,192 +6,900	+16%	+$109K	0.13%	115
2020 Q2	$768K	Sell	42,292 -4,900	-10%	-$89K	0.13%	114
2020 Q1	$675K	Sell	47,192 -3,500	-7%	-$50.1K	0.14%	120
2019 Q4	$1.43M	Sell	50,692 -200	-0.4%	-$5.63K	0.23%	104
2019 Q3	$1.45M	Hold	50,892	–	–	0.26%	102
2019 Q2	$1.47M	Sell	50,892 -48,700	-49%	-$1.41M	0.22%	109
2019 Q1	$2.9M	Sell	99,592 -800	-0.8%	-$23.3K	0.54%	72
2018 Q4	$2.47M	Buy	100,392 +1,400	+1%	+$34.4K	0.51%	71
2018 Q3	$2.85M	Sell	98,992 -8,000	-7%	-$230K	0.49%	75
2018 Q2	$2.96M	Buy	106,992 +15,000	+16%	+$415K	0.54%	65
2018 Q1	$2.25M	Sell	91,992 -3,400	-4%	-$83.2K	0.43%	84
2017 Q4	$2.53M	Buy	+95,392	New	+$2.53M	0.47%	74