BHPW
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Beverly Hills Private Wealth’s Energy Transfer Partners ET Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.13M Buy
172,696
+1,470
+0.9% +$26.7K 0.59% 47
2025
Q1
$3.18M Buy
171,226
+1,970
+1% +$36.6K 0.63% 41
2024
Q4
$3.32M Buy
169,256
+1,305
+0.8% +$25.6K 0.67% 36
2024
Q3
$2.7M Buy
167,951
+761
+0.5% +$12.2K 0.54% 47
2024
Q2
$2.71M Buy
167,190
+488
+0.3% +$7.92K 0.59% 42
2024
Q1
$2.62M Buy
166,702
+511
+0.3% +$8.04K 0.61% 42
2023
Q4
$2.29M Buy
166,191
+1,039
+0.6% +$14.3K 0.6% 46
2023
Q3
$2.32M Buy
165,152
+2,658
+2% +$37.3K 0.69% 39
2023
Q2
$2.07M Sell
162,494
-5,330
-3% -$68K 0.34% 72
2023
Q1
$2.09M Buy
167,824
+113,071
+207% +$1.41M 0.65% 44
2022
Q4
$650K Buy
+54,753
New +$650K 0.28% 88