PWPS
Pinnacle Wealth Planning Services’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.5M | Buy |
3,887,215
+232,550
| +6% | +$4.22M | 9.27% | 3 |
|
|
2025
Q1 | $67.9M | Sell |
3,654,665
-177,592
| -5% | -$3.3M | 10.21% | 2 |
|
|
2024
Q4 | $75.1M | Sell |
3,832,257
-448,738
| -10% | -$8.79M | 11.28% | 2 |
|
|
2024
Q3 | $68.7M | Sell |
4,280,995
-142,442
| -3% | -$2.29M | 9.33% | 2 |
|
|
2024
Q2 | $71.7M | Buy |
4,423,437
+294,169
| +7% | +$4.77M | 10.25% | 2 |
|
|
2024
Q1 | $65M | Sell |
4,129,268
-235,000
| -5% | -$3.7M | 9.52% | 2 |
|
|
2023
Q4 | $60.2M | Buy |
4,364,268
+7,423
| +0.2% | +$102K | 9.46% | 2 |
|
|
2023
Q3 | $61.1M | Buy |
4,356,845
+23,630
| +0.5% | +$332K | 10.08% | 2 |
|
|
2023
Q2 | $55M | Sell |
4,333,215
-8,750
| -0.2% | -$111K | 8.89% | 2 |
|
|
2023
Q1 | $54.1M | Buy |
4,341,965
+227,700
| +6% | +$2.84M | 9% | 2 |
|
|
2022
Q4 | $48.8M | Sell |
4,114,265
-682,380
| -14% | -$8.1M | 8.68% | 2 |
|
|
2022
Q3 | $52.9M | Buy |
4,796,645
+97,890
| +2% | +$1.08M | 9.78% | 2 |
|
|
2022
Q2 | $46.9M | Buy |
4,698,755
+334,027
| +8% | +$3.33M | 8.42% | 2 |
|
|
2022
Q1 | $48.8M | Sell |
4,364,728
-400,000
| -8% | -$4.48M | 8.9% | 2 |
|
|
2021
Q4 | $39.2M | Buy |
4,764,728
+535,911
| +13% | +$4.41M | 7.66% | 2 |
|
|
2021
Q3 | $40.5M | Buy |
4,228,817
+721,519
| +21% | +$6.91M | 8.95% | 2 |
|
|
2021
Q2 | $37.3M | Hold |
3,507,298
| – | – | 8.67% | 2 |
|
|
2021
Q1 | $26.9M | Buy |
3,507,298
+2,200
| +0.1% | +$16.9K | 6.91% | 2 |
|
|
2020
Q4 | $21.7M | Buy |
3,505,098
+998,000
| +40% | +$6.17M | 5.18% | 2 |
|
|
2020
Q3 | $13.6M | Buy |
2,507,098
+525,329
| +27% | +$2.85M | 4.49% | 3 |
|
|
2020
Q2 | $14.1M | Buy |
+1,981,769
| New | +$14.1M | 4.58% | 2 |
|