Meridian 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
Q2 | $1.27M | Hold |
69,928
| – | – | 0.2% | 72 |
|
|
2025
Q1 | $1.3M | Buy |
69,928
+3,700
| +6% | +$68.8K | 0.22% | 69 |
|
|
2024
Q4 | $1.3M | Buy |
66,228
+5,174
| +8% | +$101K | 0.21% | 72 |
|
|
2024
Q3 | $980K | Hold |
61,054
| – | – | 0.16% | 82 |
|
|
2024
Q2 | $990K | Hold |
61,054
| – | – | 0.18% | 83 |
|
|
2024
Q1 | $960K | Hold |
61,054
| – | – | 0.18% | 85 |
|
|
2023
Q4 | $843K | Sell |
61,054
-17
| -0% | -$235 | 0.18% | 86 |
|
|
2023
Q3 | $857K | Buy |
61,071
+17
| +0% | +$239 | 0.21% | 80 |
|
|
2023
Q2 | $775K | Hold |
61,054
| – | – | 0.19% | 89 |
|
|
2023
Q1 | $761K | Hold |
61,054
| – | – | 0.19% | 92 |
|
|
2022
Q4 | $725K | Hold |
61,054
| – | – | 0.19% | 94 |
|
|
2022
Q3 | $673K | Hold |
61,054
| – | – | 0.19% | 94 |
|
|
2022
Q2 | $609K | Hold |
61,054
| – | – | 0.16% | 107 |
|
|
2022
Q1 | $683K | Sell |
61,054
-5,699
| -9% | -$63.8K | 0.16% | 107 |
|
|
2021
Q4 | $549K | Hold |
66,753
| – | – | 0.13% | 121 |
|
|
2021
Q3 | $640K | Hold |
66,753
| – | – | 0.18% | 101 |
|
|
2021
Q2 | $710K | Hold |
66,753
| – | – | 0.2% | 94 |
|
|
2021
Q1 | $513K | Hold |
66,753
| – | – | 0.17% | 105 |
|
|
2020
Q4 | $412K | Sell |
66,753
-1,536
| -2% | -$9.48K | 0.15% | 115 |
|
|
2020
Q3 | $370K | Buy |
68,289
+7,235
| +12% | +$39.2K | 0.16% | 114 |
|
|
2020
Q2 | $435K | Sell |
61,054
-7,235
| -11% | -$51.5K | 0.2% | 100 |
|
|
2020
Q1 | $314K | Buy |
+68,289
| New | +$314K | 0.17% | 100 |
|
|
2019
Q1 | – | Sell |
-7,560
| Closed | -$100K | – | 213 |
|
|
2018
Q4 | $100K | Buy |
+7,560
| New | +$100K | 0.08% | 173 |
|