Evercore Wealth Management, LLC Energy Transfer LP Transaction History

Evercore Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$13.02 - $14.03 $149,612 - $161,218	11,491 New	11,491 $158,000
Q2 2022 Aug 15, 2022	SELL	$9.79 - $12.31 $1.04 Million - $1.31 Million	-106,043 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$8.71 - $11.53 $923,634 - $1.22 Million	106,043 New	106,043 $1.19 Million
Q2 2021 Aug 16, 2021	SELL	$7.8 - $11.35 $100,245 - $145,870	-12,852 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$6.1 - $8.58 $78,397 - $110,270	12,852 New	12,852 $99,000
Q4 2020 Feb 16, 2021	SELL	$5.11 - $7.01 $139,446 - $191,295	-27,289 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$5.03 - $9.34 $200,445 - $372,199	-39,850 Reduced 59.35%	27,289 $194,000
Q1 2020 May 14, 2020	BUY	$4.53 - $13.68 $17,440 - $52,668	3,850 Added 6.08%	67,139 $309,000
Q4 2019 Feb 13, 2020	SELL	$11.16 - $13.14 $22,320 - $26,280	-2,000 Reduced 3.06%	63,289 $812,000
Q3 2019 Nov 14, 2019	SELL	$13.02 - $15.1 $125,473 - $145,518	-9,637 Reduced 12.86%	65,289 $854,000
Q2 2019 Aug 13, 2019	SELL	$13.74 - $15.74 $70,348 - $80,588	-5,120 Reduced 6.4%	74,926 $1.06 Million
Q1 2019 May 14, 2019	BUY	$13.25 - $15.62 $463,061 - $545,887	34,948 Added 77.49%	80,046 $1.23 Million
Q4 2018 Feb 13, 2019	BUY	$11.8 - $18.09 $532,156 - $815,822	45,098 New	45,098 $596,000
Q1 2018 May 15, 2018	SELL	$14.2 - $19.18 $113,600 - $153,440	-8,000 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$16.24 - $17.99 $129,919 - $143,920	8,000	8,000 $139,000

1,219

1.09B

26.1M

8.96M

Ticker ET
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 3,086,970,112
Market Cap $58.9B
Description
Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...

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