Congress Wealth Management’s Energy Transfer Partners ET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$739K	Buy	40,778 +1,711	+4%	+$29.9K	0.01%	794
2025 Q1	$728K	Buy	+39,067	New	+$761K	0.01%	710
2024 Q2	–	Sell	-70,988	Closed	-$1.12M	–	718
2024 Q1	$1.12M	Sell	70,988 -10,003	-12%	-$146K	0.02%	366
2023 Q4	$1.12M	Sell	80,991 -13,115	-14%	-$178K	0.02%	381
2023 Q3	$1.32M	Buy	94,106 +13,106	+16%	+$174K	0.03%	347
2023 Q2	$1.03M	Sell	81,000 -100	-0.1%	-$1.27K	0.02%	334
2023 Q1	$1.01M	Sell	81,100 -10,000	-11%	-$126K	0.02%	338
2022 Q4	$1.08M	Sell	91,100 -15,000	-14%	-$180K	0.03%	325
2022 Q3	$1.17M	Hold	106,100	–	–	0.03%	324
2022 Q2	$1.06M	Sell	106,100 -30,000	-22%	-$336K	0.03%	326
2022 Q1	$1.52M	Sell	136,100 -37,846	-22%	-$375K	0.03%	311
2021 Q4	$1.43M	Buy	+173,946	New	+$1.58M	0.03%	334