Madrona Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
3,439
+455
+15% +$145K 0.26% 39
2025
Q1
$773K Buy
2,984
+255
+9% +$66.1K 0.21% 48
2024
Q4
$1.1M Sell
2,729
-5,750
-68% -$2.32M 0.3% 44
2024
Q3
$2.22M Sell
8,479
-8,726
-51% -$2.28M 0.62% 32
2024
Q2
$3.4M Sell
17,205
-922
-5% -$182K 1.05% 25
2024
Q1
$3.19M Buy
18,127
+14,994
+479% +$2.64M 1.11% 23
2023
Q4
$779K Buy
3,133
+7
+0.2% +$1.74K 0.31% 40
2023
Q3
$782K Buy
3,126
+30
+1% +$7.51K 0.36% 45
2023
Q2
$810K Hold
3,096
0.4% 44
2023
Q1
$642K Sell
3,096
-1
-0% -$207 0.34% 38
2022
Q4
$381K Buy
3,097
+37
+1% +$4.56K 0.22% 48
2022
Q3
$812K Sell
3,060
-108
-3% -$28.7K 0.5% 27
2022
Q2
$711K Buy
3,168
+6
+0.2% +$1.35K 0.42% 29
2022
Q1
$1.11M Hold
3,162
0.55% 29
2021
Q4
$1.11M Sell
3,162
-30
-0.9% -$10.6K 0.47% 30
2021
Q3
$825K Hold
3,192
0.39% 31
2021
Q2
$723K Buy
3,192
+69
+2% +$15.6K 0.37% 30
2021
Q1
$695K Buy
3,123
+198
+7% +$44.1K 0.36% 33
2020
Q4
$688K Buy
2,925
+120
+4% +$28.2K 0.38% 31
2020
Q3
$401K Hold
2,805
0.25% 35
2020
Q2
$202K Buy
+2,805
New +$202K 0.14% 49
2020
Q1
Sell
-12,255
Closed -$342K 57
2019
Q4
$342K Sell
12,255
-225
-2% -$6.28K 0.25% 48
2019
Q3
$200K Buy
+12,480
New +$200K 0.15% 58
2018
Q1
Sell
-10,155
Closed -$211K 46
2017
Q4
$211K Hold
10,155
0.18% 40
2017
Q3
$231K Hold
10,155
0.21% 35
2017
Q2
$245K Buy
+10,155
New +$245K 0.25% 32