EP Wealth Advisors’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 | $1.08M | Buy |
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|
2025
Q1 | $972K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $987K | Buy |
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|
2024
Q2 | $662K | Buy |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $119K | Sell |
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|
2022
Q1 | $159K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $428K | Buy |
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