FineMark National Bank & Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.46M | Sell |
14,052
-1,956
| -12% | -$621K | 0.15% | 122 |
|
2025
Q1 | $4.15M | Buy |
16,008
+4,077
| +34% | +$1.06M | 0.15% | 120 |
|
2024
Q4 | $4.82M | Buy |
11,931
+372
| +3% | +$150K | 0.17% | 112 |
|
2024
Q3 | $3.02M | Sell |
11,559
-397
| -3% | -$104K | 0.11% | 128 |
|
2024
Q2 | $2.37M | Buy |
11,956
+162
| +1% | +$32.1K | 0.09% | 137 |
|
2024
Q1 | $2.07M | Buy |
11,794
+13
| +0.1% | +$2.29K | 0.08% | 142 |
|
2023
Q4 | $2.93M | Sell |
11,781
-4,163
| -26% | -$1.03M | 0.12% | 128 |
|
2023
Q3 | $3.99M | Sell |
15,944
-1,538
| -9% | -$385K | 0.17% | 110 |
|
2023
Q2 | $4.58M | Buy |
17,482
+107
| +0.6% | +$28K | 0.19% | 107 |
|
2023
Q1 | $3.6M | Buy |
17,375
+2,075
| +14% | +$430K | 0.15% | 118 |
|
2022
Q4 | $1.88M | Buy |
15,300
+1,242
| +9% | +$153K | 0.08% | 145 |
|
2022
Q3 | $3.73M | Sell |
14,058
-30
| -0.2% | -$7.96K | 0.18% | 114 |
|
2022
Q2 | $3.16M | Sell |
14,088
-54
| -0.4% | -$12.1K | 0.14% | 123 |
|
2022
Q1 | $5.08M | Buy |
14,142
+270
| +2% | +$97K | 0.2% | 109 |
|
2021
Q4 | $4.89M | Sell |
13,872
-3,438
| -20% | -$1.21M | 0.18% | 110 |
|
2021
Q3 | $4.47M | Sell |
17,310
-168
| -1% | -$43.4K | 0.19% | 107 |
|
2021
Q2 | $3.96M | Sell |
17,478
-1,953
| -10% | -$442K | 0.16% | 115 |
|
2021
Q1 | $4.33M | Buy |
19,431
+1,356
| +8% | +$302K | 0.18% | 107 |
|
2020
Q4 | $4.25M | Buy |
18,075
+1,380
| +8% | +$325K | 0.19% | 97 |
|
2020
Q3 | $2.39M | Sell |
16,695
-2,715
| -14% | -$388K | 0.12% | 120 |
|
2020
Q2 | $1.4M | Sell |
19,410
-975
| -5% | -$70.2K | 0.08% | 141 |
|
2020
Q1 | $712K | Sell |
20,385
-2,775
| -12% | -$96.9K | 0.04% | 190 |
|
2019
Q4 | $646K | Sell |
23,160
-1,830
| -7% | -$51K | 0.03% | 221 |
|
2019
Q3 | $401K | Sell |
24,990
-375
| -1% | -$6.02K | 0.02% | 270 |
|
2019
Q2 | $378K | Hold |
25,365
| – | – | 0.02% | 274 |
|
2019
Q1 | $473K | Buy |
25,365
+60
| +0.2% | +$1.12K | 0.03% | 235 |
|
2018
Q4 | $561K | Sell |
25,305
-15,495
| -38% | -$344K | 0.04% | 221 |
|
2018
Q3 | $720K | Buy |
40,800
+5,280
| +15% | +$93.2K | 0.04% | 188 |
|
2018
Q2 | $812K | Buy |
35,520
+480
| +1% | +$11K | 0.05% | 201 |
|
2018
Q1 | $622K | Buy |
35,040
+1,005
| +3% | +$17.8K | 0.04% | 220 |
|
2017
Q4 | $706K | Buy |
34,035
+7,500
| +28% | +$156K | 0.04% | 201 |
|
2017
Q3 | $603K | Sell |
26,535
-1,650
| -6% | -$37.5K | 0.04% | 212 |
|
2017
Q2 | $679K | Sell |
28,185
-5,625
| -17% | -$136K | 0.05% | 183 |
|
2017
Q1 | $627K | Buy |
33,810
+2,145
| +7% | +$39.8K | 0.05% | 192 |
|
2016
Q4 | $451K | Sell |
31,665
-810
| -2% | -$11.5K | 0.04% | 227 |
|
2016
Q3 | $442K | Buy |
32,475
+75
| +0.2% | +$1.02K | 0.05% | 230 |
|
2016
Q2 | $459K | Buy |
32,400
+6,750
| +26% | +$95.6K | 0.05% | 220 |
|
2016
Q1 | $393K | Sell |
25,650
-3,045
| -11% | -$46.7K | 0.05% | 231 |
|
2015
Q4 | $459K | Buy |
28,695
+795
| +3% | +$12.7K | 0.05% | 211 |
|
2015
Q3 | $462K | Hold |
27,900
| – | – | 0.06% | 214 |
|
2015
Q2 | $499K | Sell |
27,900
-2,430
| -8% | -$43.5K | 0.07% | 216 |
|
2015
Q1 | $382K | Sell |
30,330
-12,120
| -29% | -$153K | 0.05% | 251 |
|
2014
Q4 | $629K | Buy |
42,450
+10,620
| +33% | +$157K | 0.09% | 182 |
|
2014
Q3 | $514K | Buy |
31,830
+3,945
| +14% | +$63.7K | 0.08% | 193 |
|
2014
Q2 | $447K | Buy |
27,885
+19,365
| +227% | +$310K | 0.08% | 209 |
|
2014
Q1 | $118K | Buy |
8,520
+1,740
| +26% | +$24.1K | 0.02% | 416 |
|
2013
Q4 | $68K | Buy |
6,780
+3,000
| +79% | +$30.1K | 0.01% | 510 |
|
2013
Q3 | $49K | Buy |
3,780
+3,000
| +385% | +$38.9K | 0.01% | 577 |
|
2013
Q2 | $6K | Buy |
+780
| New | +$6K | ﹤0.01% | 1067 |
|