Laird Norton Wetherby Wealth Management’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
+23,411
| New | +$424K | 0.02% | 625 |
|
|
2024
Q4 | $462K | Buy |
23,608
+100
| +0.4% | +$1.96K | 0.02% | 556 |
|
|
2024
Q3 | $377K | Hold |
23,508
| – | – | 0.02% | 651 |
|
|
2024
Q2 | $381K | Hold |
23,508
| – | – | 0.02% | 622 |
|
|
2024
Q1 | $370K | Hold |
23,508
| – | – | 0.02% | 667 |
|
|
2023
Q4 | $324K | Buy |
23,508
+4,067
| +21% | +$56.1K | 0.02% | 694 |
|
|
2023
Q3 | $273K | Sell |
19,441
-4,852
| -20% | -$68.1K | 0.02% | 712 |
|
|
2023
Q2 | $309K | Hold |
24,293
| – | – | 0.02% | 702 |
|
|
2023
Q1 | $303K | Buy |
24,293
+4,406
| +22% | +$54.9K | 0.02% | 702 |
|
|
2022
Q4 | $236K | Sell |
19,887
-222
| -1% | -$2.64K | 0.02% | 752 |
|
|
2022
Q3 | $222K | Hold |
20,109
| – | – | 0.02% | 768 |
|
|
2022
Q2 | $201K | Hold |
20,109
| – | – | 0.01% | 814 |
|
|
2022
Q1 | $225K | Hold |
20,109
| – | – | 0.01% | 816 |
|
|
2021
Q4 | $165K | Hold |
20,109
| – | – | 0.01% | 872 |
|
|
2021
Q3 | $193K | Hold |
20,109
| – | – | 0.01% | 850 |
|
|
2021
Q2 | $214K | Buy |
20,109
+4,909
| +32% | +$52.2K | 0.01% | 832 |
|
|
2021
Q1 | $117K | Sell |
15,200
-4,909
| -24% | -$37.8K | 0.01% | 764 |
|
|
2020
Q4 | $124K | Buy |
20,109
+4,909
| +32% | +$30.3K | 0.01% | 843 |
|
|
2020
Q3 | $82K | Hold |
15,200
| – | – | 0.01% | 702 |
|
|
2020
Q2 | $108K | Hold |
15,200
| – | – | 0.01% | 693 |
|
|
2020
Q1 | $70K | Sell |
15,200
-160
| -1% | -$737 | 0.01% | 652 |
|
|
2019
Q4 | $197K | Hold |
15,360
| – | – | 0.02% | 667 |
|
|
2019
Q3 | $201K | Hold |
15,360
| – | – | 0.02% | 657 |
|
|
2019
Q2 | $216K | Hold |
15,360
| – | – | 0.02% | 626 |
|
|
2019
Q1 | $236K | Hold |
15,360
| – | – | 0.03% | 571 |
|
|
2018
Q4 | $203K | Buy |
+15,360
| New | +$203K | 0.03% | 584 |
|
|
2018
Q3 | – | Sell |
-14,400
| Closed | -$248K | – | 674 |
|
|
2018
Q2 | $248K | Hold |
14,400
| – | – | 0.03% | 526 |
|
|
2018
Q1 | $205K | Hold |
14,400
| – | – | 0.03% | 602 |
|
|
2017
Q4 | $249K | Hold |
14,400
| – | – | 0.03% | 514 |
|
|
2017
Q3 | $250K | Buy |
+14,400
| New | +$250K | 0.04% | 500 |
|