Cedar Mountain Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Buy
2,746
+111
+4% +$35.3K 0.18% 34
2025
Q1
$683K Sell
2,635
-33
-1% -$8.55K 0.15% 36
2024
Q4
$1.08M Sell
2,668
-73
-3% -$29.5K 0.24% 30
2024
Q3
$717K Sell
2,741
-5
-0.2% -$1.31K 0.16% 36
2024
Q2
$543K Buy
2,746
+9
+0.3% +$1.78K 0.13% 29
2024
Q1
$481K Sell
2,737
-100
-4% -$17.6K 0.12% 30
2023
Q4
$705K Buy
2,837
+12
+0.4% +$2.98K 0.19% 26
2023
Q3
$707K Buy
2,825
+103
+4% +$25.8K 0.21% 25
2023
Q2
$713K Hold
2,722
0.2% 25
2023
Q1
$565K Buy
2,722
+28
+1% +$5.81K 0.17% 28
2022
Q4
$332K Hold
2,694
0.1% 32
2022
Q3
$715K Buy
2,694
+9
+0.3% +$2.39K 0.24% 24
2022
Q2
$603K Hold
2,685
0.21% 24
2022
Q1
$964K Sell
2,685
-510
-16% -$183K 0.28% 22
2021
Q4
$1.13M Sell
3,195
-3
-0.1% -$1.06K 0.35% 17
2021
Q3
$827K Hold
3,198
0.28% 19
2021
Q2
$725K Buy
3,198
+9
+0.3% +$2.04K 0.24% 20
2021
Q1
$710K Hold
3,189
0.24% 21
2020
Q4
$750K Buy
3,189
+660
+26% +$155K 0.27% 21
2020
Q3
$362K Buy
2,529
+189
+8% +$27.1K 0.15% 27
2020
Q2
$168K Buy
2,340
+2,145
+1,100% +$154K 0.07% 39
2020
Q1
$7K Buy
195
+60
+44% +$2.15K ﹤0.01% 146
2019
Q4
$4K Buy
+135
New +$4K ﹤0.01% 185