PYA Waltman Capital’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	$942K	Sell	51,983 -8,693	-14%	-$158K	0.27%	54
2025 Q1	$1.13M	Buy	60,676 +21,678	+56%	+$403K	0.35%	45
2024 Q4	$764K	Buy	+38,998	New	+$764K	0.25%	56