Morton Capital 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 | $908K | Buy |
50,104
+3,722
| +8% | +$67.5K | 0.16% | 48 |
|
|
2025
Q1 | $862K | Buy |
46,382
+593
| +1% | +$11K | 0.17% | 47 |
|
|
2024
Q4 | $897K | Buy |
45,789
+683
| +2% | +$13.4K | 0.17% | 50 |
|
|
2024
Q3 | $724K | Buy |
45,106
+723
| +2% | +$11.6K | 0.14% | 51 |
|
|
2024
Q2 | $720K | Buy |
44,383
+699
| +2% | +$11.3K | 0.17% | 49 |
|
|
2024
Q1 | $687K | Buy |
43,684
+757
| +2% | +$11.9K | 0.19% | 51 |
|
|
2023
Q4 | $592K | Buy |
42,927
+785
| +2% | +$10.8K | 0.18% | 51 |
|
|
2023
Q3 | $591K | Buy |
42,142
+791
| +2% | +$11.1K | 0.21% | 43 |
|
|
2023
Q2 | $525K | Buy |
41,351
+781
| +2% | +$9.92K | 0.18% | 54 |
|
|
2023
Q1 | $506K | Buy |
40,570
+3,480
| +9% | +$43.4K | 0.18% | 53 |
|
|
2022
Q4 | $440K | Buy |
37,090
+667
| +2% | +$7.92K | 0.17% | 53 |
|
|
2022
Q3 | $402K | Buy |
36,423
+589
| +2% | +$6.5K | 0.18% | 53 |
|
|
2022
Q2 | $358K | Buy |
35,834
+5,755
| +19% | +$57.4K | 0.16% | 60 |
|
|
2022
Q1 | $337K | Buy |
30,079
+496
| +2% | +$5.55K | 0.14% | 60 |
|
|
2021
Q4 | $243K | Buy |
+29,583
| New | +$243K | 0.1% | 78 |
|