AllSquare Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.4K | Hold |
147
| – | – | 0.03% | 210 |
|
|
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% | -$3.52K | 0.02% | 268 |
|
|
2023
Q4 | $41K | Hold |
165
| – | – | 0.03% | 229 |
|
|
2023
Q3 | $41.3K | Sell |
165
-123
| -43% | -$31.6K | 0.03% | 219 |
|
|
2023
Q2 | $57.9K | Hold |
288
| – | – | 0.04% | 189 |
|
|
2023
Q1 | $59.7K | Buy |
288
+51
| +22% | +$8.9K | 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% | +$49.5K | 0.05% | 166 |
|
|
2021
Q4 | $27K | Buy |
78
+69
| +767% | +$23.1K | 0.02% | 296 |
|
|
2021
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 461 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 478 |
|
|
2021
Q1 | $2K | Sell |
9
-84
| -90% | -$21.1K | ﹤0.01% | 471 |
|
|
2020
Q4 | $22K | Sell |
93
-57
| -38% | -$9.73K | 0.01% | 273 |
|
|
2020
Q3 | $21K | Sell |
150
-15
| -9% | -$1.77K | 0.02% | 262 |
|
|
2020
Q2 | $12K | Sell |
165
-435
| -73% | -$23.5K | 0.01% | 317 |
|
|
2020
Q1 | $21K | Sell |
600
-1,275
| -68% | -$52.9K | 0.02% | 245 |
|
|
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 | +$29.2K | 0.02% | 242 |
|
|
2018
Q3 | – | Sell |
-375
| Closed | -$9K | – | 513 |
|
|
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 | +$8.65K | 0.01% | 273 |
|
|
2017
Q2 | – | Sell |
-375
| Closed | -$7K | – | 348 |
|
|
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 | +$5.06K | ﹤0.01% | 273 |
|
Other funds holding TSLA
AllSquare Wealth Management's TSLA Position: Q3 2025 in Review
AllSquare Wealth Management held its Tesla (TSLA) position steady in Q3 2025 at 147 shares worth $65.4K. The position accounts for 0.03% of the portfolio, ranked #210.
AllSquare Wealth Management first reported a position in TSLA in Q1 2015 and has held it in 39 quarters since. The position peaked at $85K in Q1 2022. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.
- AllSquare Wealth Management held 147 shares of Tesla worth $65.4K as of Q3 2025.
- AllSquare Wealth Management left its Tesla share count unchanged in Q3 2025.
- Tesla made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #210 holding.
- AllSquare Wealth Management first reported a position in Tesla in Q1 2015 and has held it in 39 quarters since.
- AllSquare Wealth Management's Tesla position peaked at $85K in Q1 2022.
- 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.