Consilium Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
16,000
0.12% 83
2025
Q1
$297K Hold
16,000
0.15% 75
2024
Q4
$313K Hold
16,000
0.15% 75
2024
Q3
$257K Hold
16,000
0.14% 75
2024
Q2
$260K Hold
16,000
0.14% 78
2024
Q1
$252K Hold
16,000
0.14% 78
2023
Q4
$221K Hold
16,000
0.13% 82
2023
Q3
$224K Hold
16,000
0.16% 79
2023
Q2
$203K Hold
16,000
0.14% 80
2023
Q1
$200K Hold
16,000
0.17% 75
2022
Q4
$190K Hold
16,000
0.16% 75
2022
Q3
$176K Hold
16,000
0.2% 67
2022
Q2
$160K Hold
16,000
0.17% 71
2022
Q1
$179K Hold
16,000
0.13% 83
2021
Q4
$132K Buy
+16,000
New +$132K 0.09% 87