Obermeyer Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Obermeyer Wealth Partners’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy	61,077 +403	+0.7%	+$7.31K	0.06%	100
2025 Q1	$1.13M	Buy	60,674 +18,715	+45%	+$348K	0.06%	89
2024 Q4	$822K	Hold	41,959	–	–	0.04%	112
2024 Q3	$673K	Hold	41,959	–	–	0.04%	126
2024 Q2	$681K	Hold	41,959	–	–	0.04%	123
2024 Q1	$660K	Hold	41,959	–	–	0.04%	119
2023 Q4	$579K	Hold	41,959	–	–	0.04%	105
2023 Q3	$589K	Hold	41,959	–	–	0.04%	101
2023 Q2	$533K	Sell	41,959 -6,970	-14%	-$88.5K	0.04%	113
2023 Q1	$610K	Sell	48,929 -2,061	-4%	-$25.7K	0.05%	102
2022 Q4	$605K	Sell	50,990 -8,000	-14%	-$94.9K	0.05%	102
2022 Q3	$651K	Buy	58,990 +1,000	+2%	+$11K	0.05%	87
2022 Q2	$579K	Sell	57,990 -2,250	-4%	-$22.5K	0.04%	100
2022 Q1	$674K	Sell	60,240 -8,800	-13%	-$98.5K	0.04%	106
2021 Q4	$568K	Sell	69,040 -12,880	-16%	-$106K	0.03%	114
2021 Q3	$785K	Buy	81,920 +640	+0.8%	+$6.13K	0.04%	88
2021 Q2	$864K	Sell	81,280 -4,820	-6%	-$51.2K	0.05%	90
2021 Q1	$661K	Sell	86,100 -3,000	-3%	-$23K	0.04%	103
2020 Q4	$551K	Sell	89,100 -24,323	-21%	-$150K	0.04%	80
2020 Q3	$615K	Sell	113,423 -1,850	-2%	-$10K	0.05%	73
2020 Q2	$821K	Sell	115,273 -48,440	-30%	-$345K	0.07%	54
2020 Q1	$753K	Sell	163,713 -11,348	-6%	-$52.2K	0.08%	54
2019 Q4	$2.25M	Sell	175,061 -14,979	-8%	-$192K	0.2%	44
2019 Q3	$2.49M	Sell	190,040 -40,000	-17%	-$523K	0.23%	43
2019 Q2	$3.24M	Sell	230,040 -57,599	-20%	-$811K	0.29%	39
2019 Q1	$4.42M	Hold	287,639	–	–	0.42%	36
2018 Q4	$3.8M	Sell	287,639 -66,535	-19%	-$879K	0.38%	36
2018 Q3	$6.17M	Sell	354,174 -3,950	-1%	-$68.8K	0.52%	32
2018 Q2	$6.18M	Sell	358,124 -2,400	-0.7%	-$41.4K	0.55%	32
2018 Q1	$5.12M	Sell	360,524 -6,129,651	-94%	-$87.1M	0.46%	31
2017 Q4	$6.49M	Buy	6,490,175 +6,114,151	+1,626%	+$6.11M	0.56%	33
2017 Q3	$6.54M	Sell	376,024 -2,380	-0.6%	-$41.4K	0.57%	34
2017 Q2	$6.8M	Sell	378,404 -1,000	-0.3%	-$18K	0.6%	36
2017 Q1	$7.49M	Sell	379,404 -2,140	-0.6%	-$42.2K	0.69%	33
2016 Q4	$7.37M	Hold	381,544	–	–	0.7%	33
2016 Q3	$6.41M	Hold	381,544	–	–	0.61%	34
2016 Q2	$5.48M	Sell	381,544 -1,800	-0.5%	-$25.9K	0.55%	35
2016 Q1	$2.73M	Buy	383,344 +7,800	+2%	+$55.6K	0.25%	39
2015 Q4	$5.16M	Sell	375,544 -4,760	-1%	-$65.4K	0.47%	35
2015 Q3	$7.91M	Sell	380,304 -2,000	-0.5%	-$41.6K	0.83%	31
2015 Q2	$12.3M	Sell	382,304 -2,000	-0.5%	-$64.2K	1.05%	34
2015 Q1	$12.2M	Sell	384,304 -518,576	-57%	-$16.4M	1%	38
2014 Q4	$11.1M	Buy	902,880 +893,720	+9,757%	+$11M	1%	41
2014 Q3	$283K	Hold	9,160	–	–	0.07%	50
2014 Q2	$270K	Hold	9,160	–	–	0.07%	46
2014 Q1	$214K	Buy	+9,160	New	+$214K	0.05%	52
2013 Q3	–	Sell	-9,160	Closed	-$137K	–	137
2013 Q2	$137K	Buy	+9,160	New	+$137K	0.04%	67