A detailed history of Perigon Wealth Management, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 34,719 shares of ET stock, worth $569,391. This represents 0.02% of its overall portfolio holdings.

Number of Shares
34,719
Previous 36,019 3.61%
Holding current value
$569,391
Previous $497,000 9.86%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$13.72 - $15.73 $17,836 - $20,449
-1,300 Reduced 3.61%
34,719 $546,000
Q4 2023

Jan 29, 2024

BUY
$13.02 - $14.03 $72,729 - $78,371
5,586 Added 18.36%
36,019 $497,000
Q3 2023

Oct 30, 2023

BUY
$12.56 - $14.03 $35,168 - $39,284
2,800 Added 10.13%
30,433 $426,000
Q2 2023

Aug 02, 2023

BUY
$12.32 - $12.91 $4,435 - $4,647
360 Added 1.32%
27,633 $350,000
Q1 2023

May 03, 2023

BUY
$11.62 - $13.5 $11,968 - $13,905
1,030 Added 3.92%
27,273 $340,000
Q4 2022

Feb 14, 2023

BUY
$11.34 - $12.77 $297,595 - $335,123
26,243 New
26,243 $311,000
Q2 2022

Aug 11, 2022

SELL
$9.79 - $12.31 $107,337 - $134,966
-10,964 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$8.71 - $11.53 $95,496 - $126,414
10,964 New
10,964 $123,000
Q1 2021

May 17, 2021

SELL
$6.1 - $8.58 $27,840 - $39,159
-4,564 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$5.11 - $7.01 $23,322 - $31,993
4,564 New
4,564 $28,000
Q2 2018

Aug 07, 2018

SELL
$14.17 - $17.89 $45,344 - $57,248
-3,200 Closed
0 $0
Q3 2017

Dec 05, 2017

BUY
$16.24 - $17.99 $51,967 - $57,567
3,200
3,200 $56,000

Others Institutions Holding ET

About Energy Transfer LP


  • Ticker ET
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 3,086,970,112
  • Market Cap $50.6B
  • 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...
More about ET
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.