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

Wescott Financial Advisory Group’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	$236K	Buy
2025 Q2	$228K	Sell
2025 Q1	$284K	Buy
2024 Q4	$214K	Buy
2021 Q1	–	Sell
2020 Q4	$712K	Buy