Meridian Wealth Management’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
$2.12M Buy
116,677
+6,381
+6% +$116K 0.09% 196
2025
Q1
$2.05M Buy
110,296
+780
+0.7% +$14.5K 0.1% 180
2024
Q4
$2.15M Buy
109,516
+1,989
+2% +$39K 0.1% 180
2024
Q3
$1.73M Sell
107,527
-1,594
-1% -$25.6K 0.08% 199
2024
Q2
$1.77M Buy
+109,121
New +$1.77M 0.21% 85
2024
Q1
Sell
-106,912
Closed -$1.48M 294
2023
Q4
$1.48M Buy
106,912
+8,694
+9% +$120K 0.09% 205
2023
Q3
$1.38M Buy
98,218
+11,014
+13% +$155K 0.08% 195
2023
Q2
$1.11M Buy
87,204
+17,856
+26% +$227K 0.09% 175
2023
Q1
$865K Buy
69,348
+13,199
+24% +$165K 0.08% 227
2022
Q4
$666K Sell
56,149
-4,007
-7% -$47.6K 0.07% 258
2022
Q3
$664K Buy
60,156
+7,038
+13% +$77.7K 0.07% 237
2022
Q2
$530K Sell
53,118
-11,245
-17% -$112K 0.04% 336
2022
Q1
$720K Buy
64,363
+2,010
+3% +$22.5K 0.08% 190
2021
Q4
$513K Buy
62,353
+9,375
+18% +$77.1K 0.05% 242
2021
Q3
$507K Buy
52,978
+74
+0.1% +$708 0.06% 223
2021
Q2
$562K Sell
52,904
-6,355
-11% -$67.5K 0.07% 208
2021
Q1
$455K Sell
59,259
-10,184
-15% -$78.2K 0.07% 225
2020
Q4
$429K Buy
69,443
+7,409
+12% +$45.8K 0.07% 211
2020
Q3
$336K Buy
+62,034
New +$336K 0.08% 178
2019
Q1
Sell
-13,202
Closed -$174K 200
2018
Q4
$174K Buy
13,202
+786
+6% +$10.4K 0.1% 150
2018
Q3
$216K Buy
+12,416
New +$216K 0.09% 155
2018
Q2
Sell
-12,416
Closed -$176K 186
2018
Q1
$176K Buy
+12,416
New +$176K 0.09% 174
2017
Q2
Sell
-12,695
Closed -$250K 167
2017
Q1
$250K Buy
+12,695
New +$250K 0.15% 139