HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Sell |
2,833
-48
| -2% | -$19.8K | 0.43% | 32 |
|
|
2025
Q4 | $1.3M | Buy |
2,881
+3
| +0.1% | +$1.33K | 0.53% | 26 |
|
|
2025
Q3 | $1.28M | Buy |
2,878
+283
| +11% | +$98.2K | 0.56% | 24 |
|
|
2025
Q2 | $824K | Hold |
2,595
| – | – | 0.4% | 32 |
|
|
2025
Q1 | $671K | Buy |
2,595
+1,513
| +140% | +$504K | 0.4% | 26 |
|
|
2024
Q4 | $437K | Sell |
1,082
-85
| -7% | -$27.3K | 0.25% | 36 |
|
|
2024
Q3 | $305K | Sell |
1,167
-54
| -4% | -$12.3K | 0.17% | 50 |
|
|
2024
Q2 | $242K | Buy |
1,221
+553
| +83% | +$96.6K | 0.15% | 56 |
|
|
2024
Q1 | $116K | Buy |
668
+146
| +28% | +$28.5K | 0.07% | 91 |
|
|
2023
Q4 | $130K | Sell |
522
-21
| -4% | -$4.99K | 0.1% | 80 |
|
|
2023
Q3 | $136K | Sell |
543
-5
| -0.9% | -$1.28K | 0.11% | 65 |
|
|
2023
Q2 | $144K | Sell |
548
-201
| -27% | -$40.2K | 0.11% | 65 |
|
|
2023
Q1 | $155K | Buy |
749
+72
| +11% | +$12.6K | 0.12% | 71 |
|
|
2022
Q4 | $83.4K | Buy |
677
+25
| +4% | +$4.73K | 0.06% | 84 |
|
|
2022
Q3 | $173K | Buy |
652
+10
| +2% | +$2.79K | 0.15% | 52 |
|
|
2022
Q2 | $144K | Sell |
642
-105
| -14% | -$28.7K | 0.12% | 54 |
|
|
2022
Q1 | $268K | Hold |
747
| – | – | 0.18% | 41 |
|
|
2021
Q4 | $263K | Hold |
747
| – | – | 0.17% | 47 |
|
|
2021
Q3 | $193K | Hold |
747
| – | – | 0.14% | 51 |
|
|
2021
Q2 | $169K | Hold |
747
| – | – | 0.12% | 53 |
|
|
2021
Q1 | $166K | Buy |
747
+162
| +28% | +$40.7K | 0.13% | 53 |
|
|
2020
Q4 | $138K | Sell |
585
-297
| -34% | -$50.7K | 0.12% | 55 |
|
|
2020
Q3 | $126K | Buy |
882
+12
| +1% | +$1.42K | 0.11% | 54 |
|
|
2020
Q2 | $63K | Buy |
870
+420
| +93% | +$22.7K | 0.07% | 68 |
|
|
2020
Q1 | $15K | Sell |
450
-2,580
| -85% | -$107K | 0.02% | 131 |
|
|
2019
Q4 | $84K | Buy |
+3,030
| New | +$65.7K | 0.09% | 55 |
|
Other funds holding TSLA
VCM
VPM
