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 |
|