Forvis Mazars Wealth 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 Q1	–	Sell	-60,566	Closed	-$1.19M	–	402
2024 Q4	$1.19M	Buy	60,566 +37,633	+164%	+$737K	0.03%	204
2024 Q3	$368K	Buy	+22,933	New	+$368K	0.01%	352
2023 Q2	–	Sell	-10,020	Closed	-$125K	–	415
2023 Q1	$125K	Buy	+10,020	New	+$125K	﹤0.01%	403