Valmark Advisers’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
Q2
$265K Sell
2025
Q1
$318K Hold
2024
Q4
$292K Buy
2024
Q3
$252K Hold
2024
Q2
$251K Hold
2024
Q1
$253K Buy
2023
Q4
$210K Buy
2023
Q2
Sell
2023
Q1
$201K Buy