Douglass Winthrop Advisors’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 | $305K | Sell |
16,850
-15,700
| -48% | -$285K | 0.01% | 238 |
|
|
2025
Q1 | $605K | Buy |
32,550
+17,200
| +112% | +$320K | 0.01% | 177 |
|
|
2024
Q4 | $301K | Hold |
15,350
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $246K | Hold |
15,350
| – | – | ﹤0.01% | 267 |
|
|
2024
Q2 | $249K | Buy |
15,350
+3,500
| +30% | +$56.8K | 0.01% | 253 |
|
|
2024
Q1 | $186K | Hold |
11,850
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $164K | Hold |
11,850
| – | – | ﹤0.01% | 247 |
|
|
2023
Q3 | $166K | Buy |
+11,850
| New | +$166K | ﹤0.01% | 230 |
|