AllSquare Wealth Management’s Tesla TSLA Stock Holding History

AllSquare Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$46.7K	Hold	147	–	–	0.03%	232
2025 Q1	$38.1K	Hold	147	–	–	0.02%	241
2024 Q4	$59.4K	Hold	147	–	–	0.03%	197
2024 Q3	$38.5K	Hold	147	–	–	0.02%	237
2024 Q2	$29.1K	Hold	147	–	–	0.02%	265
2024 Q1	$25.8K	Sell	147 -18	-11%	-$3.16K	0.02%	268
2023 Q4	$41K	Hold	165	–	–	0.03%	229
2023 Q3	$41.3K	Sell	165 -123	-43%	-$30.8K	0.03%	219
2023 Q2	$57.9K	Hold	288	–	–	0.04%	189
2023 Q1	$59.7K	Buy	288 +51	+22%	+$10.6K	0.04%	187
2022 Q4	$29.2K	Hold	237	–	–	0.02%	255
2022 Q3	$63K	Hold	237	–	–	0.05%	168
2022 Q2	$53K	Hold	237	–	–	0.04%	187
2022 Q1	$85K	Buy	237 +159	+204%	+$57K	0.05%	166
2021 Q4	$27K	Buy	78 +69	+767%	+$23.9K	0.02%	296
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	461
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	476
2021 Q1	$2K	Sell	9 -84	-90%	-$18.7K	﹤0.01%	468
2020 Q4	$22K	Sell	93 -57	-38%	-$13.5K	0.01%	272
2020 Q3	$21K	Sell	150 -15	-9%	-$2.1K	0.02%	259
2020 Q2	$12K	Sell	165 -435	-73%	-$31.6K	0.01%	316
2020 Q1	$21K	Sell	600 -1,275	-68%	-$44.6K	0.02%	244
2019 Q4	$52K	Hold	1,875	–	–	0.04%	182
2019 Q3	$30K	Hold	1,875	–	–	0.02%	232
2019 Q2	$28K	Buy	+1,875	New	+$28K	0.02%	242
2018 Q3	–	Sell	-375	Closed	-$9K	–	514
2018 Q2	$9K	Hold	375	–	–	0.01%	354
2018 Q1	$7K	Hold	375	–	–	0.01%	305
2017 Q4	$8K	Hold	375	–	–	0.01%	298
2017 Q3	$9K	Buy	+375	New	+$9K	0.01%	273
2017 Q2	–	Sell	-375	Closed	-$7K	–	347
2017 Q1	$7K	Hold	375	–	–	0.01%	282
2016 Q4	$5K	Hold	375	–	–	﹤0.01%	280
2016 Q3	$5K	Hold	375	–	–	﹤0.01%	265
2016 Q2	$5K	Hold	375	–	–	0.01%	250
2016 Q1	$6K	Hold	375	–	–	0.01%	233
2015 Q4	$6K	Hold	375	–	–	0.01%	235
2015 Q3	$6K	Hold	375	–	–	0.01%	242
2015 Q2	$7K	Hold	375	–	–	0.01%	254
2015 Q1	$5K	Buy	+375	New	+$5K	﹤0.01%	273