Morton Brown Family Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Buy |
136
+36
| +36% | +$11.4K | 0.01% | 115 |
|
|
2025
Q1 | $25.9K | Hold |
100
| – | – | 0.01% | 133 |
|
|
2024
Q4 | $40.4K | Buy |
100
+4
| +4% | +$1.62K | 0.01% | 113 |
|
|
2024
Q3 | $25.1K | Hold |
96
| – | – | 0.01% | 124 |
|
|
2024
Q2 | $23.9K | Buy |
96
+73
| +317% | +$18.2K | 0.01% | 122 |
|
|
2024
Q1 | $4.04K | Buy |
+23
| New | +$4.04K | ﹤0.01% | 179 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$3.53K | – | 286 |
|
|
2023
Q1 | $3.53K | Buy |
+17
| New | +$3.53K | ﹤0.01% | 166 |
|