JMFC
J.M. Forbes & Co’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Hold |
13,486
| – | – | 0.39% | 58 |
|
|
2025
Q1 | $3.5M | Sell |
13,486
-198
| -1% | -$51.3K | 0.34% | 59 |
|
|
2024
Q4 | $5.53M | Buy |
13,684
+56
| +0.4% | +$22.6K | 0.53% | 54 |
|
|
2024
Q3 | $3.57M | Sell |
13,628
-64
| -0.5% | -$16.7K | 0.35% | 58 |
|
|
2024
Q2 | $2.71M | Sell |
13,692
-80
| -0.6% | -$15.8K | 0.28% | 61 |
|
|
2024
Q1 | $2.42M | Sell |
13,772
-195
| -1% | -$34.3K | 0.26% | 62 |
|
|
2023
Q4 | $3.47M | Sell |
13,967
-103
| -0.7% | -$25.6K | 0.4% | 57 |
|
|
2023
Q3 | $3.52M | Buy |
14,070
+136
| +1% | +$34K | 0.46% | 55 |
|
|
2023
Q2 | $3.65M | Buy |
+13,934
| New | +$3.65M | 0.45% | 55 |
|
|
2022
Q4 | – | Sell |
-887
| Closed | -$235K | – | 112 |
|
|
2022
Q3 | $235K | Buy |
+887
| New | +$235K | 0.04% | 100 |
|
|
2022
Q2 | – | Sell |
-302
| Closed | -$325K | – | 120 |
|
|
2022
Q1 | $325K | Buy |
302
+18
| +6% | +$19.4K | 0.04% | 94 |
|
|
2021
Q4 | $300K | Buy |
284
+6
| +2% | +$6.34K | 0.03% | 98 |
|
|
2021
Q3 | $216K | Buy |
+278
| New | +$216K | 0.03% | 107 |
|