Waverly 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 | $23.8M | Buy |
1,313,697
+10,003
| +0.8% | +$181K | 0.26% | 80 |
|
|
2025
Q1 | $24.2M | Buy |
1,303,694
+920,530
| +240% | +$17.1M | 0.3% | 75 |
|
|
2024
Q4 | $7.51M | Buy |
383,164
+138,231
| +56% | +$2.71M | 0.12% | 172 |
|
|
2024
Q3 | $3.93M | Sell |
244,933
-3,267
| -1% | -$52.4K | 0.07% | 221 |
|
|
2024
Q2 | $4.03M | Buy |
248,200
+23,148
| +10% | +$375K | 0.08% | 218 |
|
|
2024
Q1 | $3.54M | Buy |
225,052
+2,521
| +1% | +$39.7K | 0.08% | 186 |
|
|
2023
Q4 | $3.07M | Buy |
+222,531
| New | +$3.07M | 0.12% | 113 |
|