Wilkinson Global Asset Management’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 Q3	–	Sell	-10,640	Closed	-$330K	–	69
2025 Q2	$330K	Sell	10,640 -18,435	-63%	-$574K	0.02%	57
2025 Q1	$993K	Sell	29,075 -4,275	-13%	-$142K	0.06%	42
2024 Q4	$1.05M	Hold	33,350	–	–	0.06%	44
2024 Q3	$971K	Sell	33,350 -4,450	-12%	-$130K	0.06%	44
2024 Q2	$1.1M	Hold	37,800	–	–	0.07%	43
2024 Q1	$1.1M	Sell	37,800 -500	-1%	-$13.7K	0.07%	44
2023 Q4	$1.01M	Hold	38,300	–	–	0.07%	42
2023 Q3	$1.05M	Hold	38,300	–	–	0.08%	43
2023 Q2	$1.01M	Hold	38,300	–	–	0.08%	43
2023 Q1	$992K	Hold	38,300	–	–	0.08%	43
2022 Q4	$924K	Hold	38,300	–	–	0.08%	44
2022 Q3	$911K	Hold	38,300	–	–	0.08%	42
2022 Q2	$933K	Buy	+38,300	New	+$1.01M	0.08%	43