M Holdings Securities’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
55,695
+34,400
| +162% | +$11M | 3.07% | 5 |
|
|
2025
Q1 | $5.52M | Sell |
21,295
-581
| -3% | -$151K | 0.92% | 24 |
|
|
2024
Q4 | $8.83M | Buy |
21,876
+585
| +3% | +$236K | 1.42% | 16 |
|
|
2024
Q3 | $5.57M | Sell |
21,291
-2,375
| -10% | -$621K | 1.4% | 18 |
|
|
2024
Q2 | $4.68M | Buy |
23,666
+3,669
| +18% | +$726K | 0.61% | 30 |
|
|
2024
Q1 | $3.52M | Sell |
19,997
-1,513
| -7% | -$266K | 0.59% | 37 |
|
|
2023
Q4 | $5.35M | Sell |
21,510
-2,326
| -10% | -$578K | 0.6% | 34 |
|
|
2023
Q3 | $5.96M | Buy |
23,836
+14,147
| +146% | +$3.54M | 0.79% | 28 |
|
|
2023
Q2 | $2.54M | Sell |
9,689
-12,809
| -57% | -$3.35M | 0.52% | 21 |
|
|
2023
Q1 | $4.66M | Buy |
22,498
+896
| +4% | +$186K | 0.48% | 28 |
|
|
2022
Q4 | $2.66M | Sell |
21,602
-405
| -2% | -$49.9K | 0.28% | 73 |
|
|
2022
Q3 | $5.84M | Sell |
22,007
-313
| -1% | -$83K | 0.65% | 35 |
|
|
2022
Q2 | $5.01M | Sell |
22,320
-13,734
| -38% | -$3.08M | 0.51% | 43 |
|
|
2022
Q1 | $13M | Buy |
+36,054
| New | +$13M | 0.98% | 25 |
|
|
2021
Q2 | $7.1M | Buy |
31,350
+228
| +0.7% | +$51.7K | 0.69% | 32 |
|
|
2021
Q1 | $6.93M | Sell |
31,122
-3,174
| -9% | -$707K | 0.63% | 31 |
|
|
2020
Q4 | $8.07M | Sell |
34,296
-4,578
| -12% | -$1.08M | 1.03% | 23 |
|
|
2020
Q3 | $5.56M | Buy |
+38,874
| New | +$5.56M | 0.89% | 28 |
|