Morton Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
1,060
-259
| -20% | -$82.3K | 0.06% | 88 |
|
|
2025
Q1 | $342K | Sell |
1,319
-930
| -41% | -$241K | 0.07% | 80 |
|
|
2024
Q4 | $908K | Buy |
2,249
+71
| +3% | +$28.7K | 0.17% | 49 |
|
|
2024
Q3 | $570K | Buy |
2,178
+911
| +72% | +$238K | 0.11% | 62 |
|
|
2024
Q2 | $251K | Sell |
1,267
-117
| -8% | -$23.1K | 0.06% | 86 |
|
|
2024
Q1 | $243K | Sell |
1,384
-34
| -2% | -$5.98K | 0.07% | 90 |
|
|
2023
Q4 | $352K | Sell |
1,418
-36
| -2% | -$8.94K | 0.1% | 72 |
|
|
2023
Q3 | $364K | Sell |
1,454
-966
| -40% | -$242K | 0.13% | 63 |
|
|
2023
Q2 | $633K | Sell |
2,420
-883
| -27% | -$231K | 0.22% | 46 |
|
|
2023
Q1 | $685K | Buy |
3,303
+839
| +34% | +$174K | 0.24% | 43 |
|
|
2022
Q4 | $303K | Buy |
2,464
+232
| +10% | +$28.6K | 0.12% | 66 |
|
|
2022
Q3 | $592K | Sell |
2,232
-168
| -7% | -$44.6K | 0.27% | 36 |
|
|
2022
Q2 | $539K | Sell |
2,400
-30
| -1% | -$6.73K | 0.23% | 43 |
|
|
2022
Q1 | $873K | Sell |
2,430
-30
| -1% | -$10.8K | 0.36% | 28 |
|
|
2021
Q4 | $867K | Buy |
+2,460
| New | +$867K | 0.35% | 31 |
|