Primoris 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 | $408K | Hold |
22,500
| – | – | 0.28% | 68 |
|
|
2025
Q1 | $418K | Hold |
22,500
| – | – | 0.32% | 67 |
|
|
2024
Q4 | $441K | Hold |
22,500
| – | – | 0.34% | 60 |
|
|
2024
Q3 | $361K | Hold |
22,500
| – | – | 0.26% | 74 |
|
|
2024
Q2 | $365K | Hold |
22,500
| – | – | 0.29% | 71 |
|
|
2024
Q1 | $354K | Hold |
22,500
| – | – | 0.28% | 70 |
|
|
2023
Q4 | $311K | Buy |
+22,500
| New | +$311K | 0.29% | 69 |
|