Uptown Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Uptown Financial Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.5M	Hold
2025 Q2	$1.49M	Hold
2025 Q1	$1.64M	Hold
2024 Q4	$1.51M	Buy