Morton Capital Management’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Sell
2025
Q2
$908K Buy
2025
Q1
$862K Buy
2024
Q4
$897K Buy
2024
Q3
$724K Buy
2024
Q2
$720K Buy
2024
Q1
$687K Buy
2023
Q4
$592K Buy
2023
Q3
$591K Buy
2023
Q2
$525K Buy
2023
Q1
$506K Buy
2022
Q4
$440K Buy
2022
Q3
$402K Buy
2022
Q2
$358K Buy
2022
Q1
$337K Buy
2021
Q4
$243K Buy