Westwood Wealth Management’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 | $281K | Sell |
15,500
-1,900
| -11% | -$34.4K | 0.09% | 43 |
|
|
2025
Q1 | $323K | Buy |
17,400
+1,900
| +12% | +$35.3K | 0.14% | 40 |
|
|
2024
Q4 | $304K | Hold |
15,500
| – | – | 0.11% | 38 |
|
|
2024
Q3 | $249K | Buy |
15,500
+500
| +3% | +$8.03K | 0.1% | 36 |
|
|
2024
Q2 | $243K | Hold |
15,000
| – | – | 0.09% | 37 |
|
|
2024
Q1 | $236K | Hold |
15,000
| – | – | 0.12% | 35 |
|
|
2023
Q4 | $207K | Buy |
15,000
+2,000
| +15% | +$27.6K | 0.16% | 33 |
|
|
2023
Q3 | $182K | Hold |
13,000
| – | – | 0.12% | 38 |
|
|
2023
Q2 | $165K | Hold |
13,000
| – | – | 0.12% | 41 |
|
|
2023
Q1 | $162K | Hold |
13,000
| – | – | 0.14% | 40 |
|
|
2022
Q4 | $154K | Buy |
+13,000
| New | +$154K | 0.19% | 40 |
|