Wescott Financial Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell	7,339 -992	-12%	-$30.8K	0.02%	161
2025 Q1	$284K	Buy	8,331 +1,500	+22%	+$51.2K	0.03%	142
2024 Q4	$214K	Buy	+6,831	New	+$214K	0.02%	165
2021 Q1	–	Sell	-36,370	Closed	-$712K	–	64
2020 Q4	$712K	Buy	+36,370	New	+$712K	0.5%	22