Williams Jones 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 | $14.6M | Buy |
804,031
+7,900
| +1% | +$143K | 0.17% | 80 |
|
|
2025
Q1 | $14.8M | Sell |
796,131
-15,327
| -2% | -$285K | 0.19% | 77 |
|
|
2024
Q4 | $15.9M | Sell |
811,458
-26,826
| -3% | -$526K | 0.19% | 80 |
|
|
2024
Q3 | $13.5M | Buy |
838,284
+28,082
| +3% | +$451K | 0.16% | 92 |
|
|
2024
Q2 | $13.1M | Sell |
810,202
-4,071
| -0.5% | -$66K | 0.16% | 90 |
|
|
2024
Q1 | $12.8M | Buy |
814,273
+19,350
| +2% | +$304K | 0.16% | 90 |
|
|
2023
Q4 | $11M | Buy |
794,923
+20,071
| +3% | +$277K | 0.15% | 95 |
|
|
2023
Q3 | $10.9M | Buy |
774,852
+10,000
| +1% | +$140K | 0.17% | 92 |
|
|
2023
Q2 | $9.71M | Buy |
764,852
+59,900
| +8% | +$761K | 0.15% | 100 |
|
|
2023
Q1 | $8.79M | Buy |
704,952
+46,250
| +7% | +$577K | 0.14% | 110 |
|
|
2022
Q4 | $7.82M | Buy |
658,702
+98,801
| +18% | +$1.17M | 0.13% | 110 |
|
|
2022
Q3 | $6.18M | Buy |
559,901
+85,630
| +18% | +$945K | 0.11% | 125 |
|
|
2022
Q2 | $4.73M | Sell |
474,271
-44,700
| -9% | -$446K | 0.08% | 150 |
|
|
2022
Q1 | $5.81M | Buy |
518,971
+136,700
| +36% | +$1.53M | 0.08% | 136 |
|
|
2021
Q4 | $3.15M | Buy |
382,271
+1,450
| +0.4% | +$11.9K | 0.04% | 166 |
|
|
2021
Q3 | $3.65M | Buy |
380,821
+52,200
| +16% | +$500K | 0.05% | 156 |
|
|
2021
Q2 | $3.49M | Sell |
328,621
-3,456
| -1% | -$36.7K | 0.05% | 163 |
|
|
2021
Q1 | $2.55M | Sell |
332,077
-30,625
| -8% | -$235K | 0.04% | 175 |
|
|
2020
Q4 | $2.24M | Sell |
362,702
-102,406
| -22% | -$633K | 0.04% | 169 |
|
|
2020
Q3 | $2.52M | Buy |
465,108
+19,674
| +4% | +$107K | 0.05% | 153 |
|
|
2020
Q2 | $3.17M | Buy |
445,434
+156,811
| +54% | +$1.12M | 0.06% | 133 |
|
|
2020
Q1 | $1.33M | Buy |
288,623
+12,144
| +4% | +$55.9K | 0.03% | 154 |
|
|
2019
Q4 | $3.55M | Sell |
276,479
-44,418
| -14% | -$570K | 0.07% | 138 |
|
|
2019
Q3 | $4.2M | Buy |
+320,897
| New | +$4.2M | 0.09% | 124 |
|