HM Payson & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.31M | Sell |
5,036
-178
| -3% | -$46.1K | 0.02% | 186 |
|
|
2024
Q4 | $2.11M | Buy |
5,214
+590
| +13% | +$238K | 0.04% | 145 |
|
|
2024
Q3 | $1.21M | Buy |
4,624
+662
| +17% | +$173K | 0.02% | 198 |
|
|
2024
Q2 | $784K | Sell |
3,962
-59
| -1% | -$11.7K | 0.01% | 227 |
|
|
2024
Q1 | $707K | Sell |
4,021
-212
| -5% | -$37.3K | 0.01% | 241 |
|
|
2023
Q4 | $1.05M | Buy |
4,233
+366
| +9% | +$90.9K | 0.02% | 199 |
|
|
2023
Q3 | $968K | Sell |
3,867
-64
| -2% | -$16K | 0.02% | 198 |
|
|
2023
Q2 | $1.03M | Sell |
3,931
-17
| -0.4% | -$4.45K | 0.02% | 192 |
|
|
2023
Q1 | $819K | Buy |
3,948
+562
| +17% | +$117K | 0.02% | 208 |
|
|
2022
Q4 | $417K | Sell |
3,386
-182
| -5% | -$22.4K | 0.01% | 266 |
|
|
2022
Q3 | $946K | Sell |
3,568
-833
| -19% | -$221K | 0.03% | 183 |
|
|
2022
Q2 | $988K | Buy |
4,401
+1,254
| +40% | +$282K | 0.03% | 191 |
|
|
2022
Q1 | $1.13M | Sell |
3,147
-822
| -21% | -$295K | 0.03% | 194 |
|
|
2021
Q4 | $1.4M | Buy |
3,969
+930
| +31% | +$328K | 0.03% | 179 |
|
|
2021
Q3 | $786K | Buy |
3,039
+15
| +0.5% | +$3.88K | 0.02% | 227 |
|
|
2021
Q2 | $685K | Sell |
3,024
-1,350
| -31% | -$306K | 0.02% | 237 |
|
|
2021
Q1 | $974K | Buy |
4,374
+132
| +3% | +$29.4K | 0.03% | 209 |
|
|
2020
Q4 | $998K | Sell |
4,242
-324
| -7% | -$76.2K | 0.03% | 210 |
|
|
2020
Q3 | $653K | Buy |
4,566
+2,361
| +107% | +$338K | 0.02% | 229 |
|
|
2020
Q2 | $159K | Hold |
2,205
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $77K | Buy |
2,205
+855
| +63% | +$29.9K | ﹤0.01% | 435 |
|
|
2019
Q4 | $38K | Hold |
1,350
| – | – | ﹤0.01% | 626 |
|
|
2019
Q3 | $22K | Sell |
1,350
-675
| -33% | -$11K | ﹤0.01% | 716 |
|
|
2019
Q2 | $30K | Buy |
+2,025
| New | +$30K | ﹤0.01% | 678 |
|
|
2018
Q3 | – | Sell |
-13,650
| Closed | -$313K | – | 359 |
|
|
2018
Q2 | $313K | Buy |
+13,650
| New | +$313K | 0.01% | 276 |
|