Forum Financial Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Sell |
20,439
-343
| -2% | -$109K | 0.1% | 45 |
|
|
2025
Q1 | $5.39M | Sell |
20,782
-7,072
| -25% | -$1.83M | 0.09% | 51 |
|
|
2024
Q4 | $11.2M | Buy |
27,854
+1,647
| +6% | +$665K | 0.19% | 32 |
|
|
2024
Q3 | $6.86M | Sell |
26,207
-2,053
| -7% | -$537K | 0.11% | 41 |
|
|
2024
Q2 | $5.59M | Buy |
28,260
+6,778
| +32% | +$1.34M | 0.1% | 42 |
|
|
2024
Q1 | $3.78M | Sell |
21,482
-290
| -1% | -$51K | 0.06% | 64 |
|
|
2023
Q4 | $5.41M | Buy |
21,772
+3,582
| +20% | +$890K | 0.1% | 43 |
|
|
2023
Q3 | $4.55M | Buy |
18,190
+205
| +1% | +$51.3K | 0.1% | 46 |
|
|
2023
Q2 | $4.71M | Buy |
17,985
+1,783
| +11% | +$467K | 0.11% | 42 |
|
|
2023
Q1 | $3.36M | Buy |
16,202
+350
| +2% | +$72.6K | 0.1% | 50 |
|
|
2022
Q4 | $1.95M | Buy |
15,852
+220
| +1% | +$27.1K | 0.06% | 74 |
|
|
2022
Q3 | $4.15M | Sell |
15,632
-337
| -2% | -$89.4K | 0.2% | 37 |
|
|
2022
Q2 | $3.59M | Buy |
15,969
+882
| +6% | +$198K | 0.18% | 37 |
|
|
2022
Q1 | $5.42M | Buy |
15,087
+2,658
| +21% | +$955K | 0.26% | 22 |
|
|
2021
Q4 | $4.38M | Buy |
+12,429
| New | +$4.38M | 0.23% | 25 |
|