MMPW
Mitchell McLeod Pugh & Williams’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
59,190
+34
| +0.1% | +$616 | 0.2% | 103 |
|
|
2025
Q1 | $1.1M | Sell |
59,156
-450
| -0.8% | -$8.37K | 0.23% | 95 |
|
|
2024
Q4 | $1.17M | Buy |
59,606
+297
| +0.5% | +$5.82K | 0.25% | 86 |
|
|
2024
Q3 | $952K | Buy |
59,309
+1,000
| +2% | +$16.1K | 0.2% | 112 |
|
|
2024
Q2 | $946K | Hold |
58,309
| – | – | 0.22% | 101 |
|
|
2024
Q1 | $917K | Buy |
58,309
+18,174
| +45% | +$286K | 0.22% | 105 |
|
|
2023
Q4 | $554K | Hold |
40,135
| – | – | 0.15% | 150 |
|
|
2023
Q3 | $563K | Sell |
40,135
-5,645
| -12% | -$79.2K | 0.17% | 140 |
|
|
2023
Q2 | $581K | Hold |
45,780
| – | – | 0.17% | 136 |
|
|
2023
Q1 | $571K | Sell |
45,780
-3,090
| -6% | -$38.5K | 0.18% | 133 |
|
|
2022
Q4 | $580K | Sell |
48,870
-4,100
| -8% | -$48.7K | 0.2% | 126 |
|
|
2022
Q3 | $584K | Sell |
52,970
-10,795
| -17% | -$119K | 0.22% | 116 |
|
|
2022
Q2 | $636K | Buy |
63,765
+12,949
| +25% | +$129K | 0.25% | 111 |
|
|
2022
Q1 | $569K | Buy |
50,816
+3,200
| +7% | +$35.8K | 0.19% | 132 |
|
|
2021
Q4 | $392K | Sell |
47,616
-864
| -2% | -$7.11K | 0.13% | 168 |
|
|
2021
Q3 | $464K | Hold |
48,480
| – | – | 0.17% | 142 |
|
|
2021
Q2 | $515K | Hold |
48,480
| – | – | 0.2% | 129 |
|
|
2021
Q1 | $372K | Hold |
48,480
| – | – | 0.16% | 155 |
|
|
2020
Q4 | $300K | Buy |
48,480
+1,416
| +3% | +$8.76K | 0.14% | 167 |
|
|
2020
Q3 | $255K | Buy |
47,064
+5,967
| +15% | +$32.3K | 0.13% | 167 |
|
|
2020
Q2 | $293K | Buy |
41,097
+39
| +0.1% | +$278 | 0.17% | 147 |
|
|
2020
Q1 | $189K | Hold |
41,058
| – | – | 0.15% | 161 |
|
|
2019
Q4 | $527K | Buy |
41,058
+1,105
| +3% | +$14.2K | 0.33% | 108 |
|
|
2019
Q3 | $523K | Sell |
39,953
-5,240
| -12% | -$68.6K | 0.35% | 103 |
|
|
2019
Q2 | $636K | Sell |
45,193
-13,028
| -22% | -$183K | 0.44% | 82 |
|
|
2019
Q1 | $895K | Buy |
58,221
+3,510
| +6% | +$54K | 0.62% | 55 |
|
|
2018
Q4 | $723K | Buy |
54,711
+26,786
| +96% | +$354K | 0.58% | 60 |
|
|
2018
Q3 | $487K | Sell |
27,925
-2,800
| -9% | -$48.8K | 0.33% | 111 |
|
|
2018
Q2 | $530K | Hold |
30,725
| – | – | 0.37% | 98 |
|
|
2018
Q1 | $437K | Buy |
30,725
+6,000
| +24% | +$85.3K | 0.31% | 114 |
|
|
2017
Q4 | $427K | Hold |
24,725
| – | – | 0.3% | 120 |
|
|
2017
Q3 | $430K | Hold |
24,725
| – | – | 0.32% | 113 |
|
|
2017
Q2 | $444K | Hold |
24,725
| – | – | 0.34% | 108 |
|
|
2017
Q1 | $488K | Hold |
24,725
| – | – | 0.38% | 95 |
|
|
2016
Q4 | $477K | Hold |
24,725
| – | – | 0.39% | 91 |
|
|
2016
Q3 | $415K | Hold |
24,725
| – | – | 0.36% | 100 |
|
|
2016
Q2 | $355K | Sell |
24,725
-7,975
| -24% | -$115K | 0.32% | 106 |
|
|
2016
Q1 | $233K | Hold |
32,700
| – | – | 0.23% | 137 |
|
|
2015
Q4 | $449K | Hold |
32,700
| – | – | 0.45% | 82 |
|
|
2015
Q3 | $680K | Buy |
32,700
+16,350
| +100% | +$340K | 0.7% | 50 |
|
|
2015
Q2 | $1.05M | Sell |
16,350
-3,650
| -18% | -$234K | 0.97% | 28 |
|
|
2015
Q1 | $1.27M | Hold |
20,000
| – | – | 1.16% | 23 |
|
|
2014
Q4 | $1.15M | Buy |
+20,000
| New | +$1.15M | 1.06% | 25 |
|