Morton Brown Family Wealth’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$60.5K Hold
2025
Q2
$43.2K Buy
2025
Q1
$25.9K Hold
2024
Q4
$40.4K Buy
2024
Q3
$25.1K Hold
2024
Q2
$23.9K Buy
2024
Q1
$4.04K Buy
2023
Q2
Sell
2023
Q1
$3.53K Buy