Marcum Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.13M | Buy |
8,235
+868
| +12% | +$225K | 0.18% | 58 |
|
|
2024
Q4 | $2.98M | Buy |
7,367
+213
| +3% | +$86K | 0.26% | 47 |
|
|
2024
Q3 | $1.87M | Sell |
7,154
-198
| -3% | -$51.8K | 0.17% | 65 |
|
|
2024
Q2 | $1.45M | Sell |
7,352
-655
| -8% | -$130K | 0.15% | 77 |
|
|
2024
Q1 | $1.41M | Buy |
8,007
+610
| +8% | +$107K | 0.14% | 80 |
|
|
2023
Q4 | $1.84M | Buy |
7,397
+4
| +0.1% | +$994 | 0.2% | 57 |
|
|
2023
Q3 | $1.85M | Buy |
7,393
+41
| +0.6% | +$10.3K | 0.22% | 49 |
|
|
2023
Q2 | $1.92M | Buy |
7,352
+61
| +0.8% | +$16K | 0.23% | 46 |
|
|
2023
Q1 | $1.51M | Sell |
7,291
-491
| -6% | -$102K | 0.19% | 64 |
|
|
2022
Q4 | $959K | Buy |
7,782
+727
| +10% | +$89.6K | 0.13% | 87 |
|
|
2022
Q3 | $1.87M | Buy |
7,055
+116
| +2% | +$30.8K | 0.28% | 40 |
|
|
2022
Q2 | $1.56M | Buy |
6,939
+1,113
| +19% | +$250K | 0.23% | 56 |
|
|
2022
Q1 | $2.09M | Buy |
5,826
+519
| +10% | +$186K | 0.29% | 38 |
|
|
2021
Q4 | $1.87M | Sell |
5,307
-174
| -3% | -$61.3K | 0.26% | 51 |
|
|
2021
Q3 | $1.42M | Buy |
5,481
+3,003
| +121% | +$776K | 0.22% | 63 |
|
|
2021
Q2 | $561K | Sell |
2,478
-1,032
| -29% | -$234K | 0.09% | 134 |
|
|
2021
Q1 | $781K | Buy |
3,510
+1,887
| +116% | +$420K | 0.13% | 116 |
|
|
2020
Q4 | $382K | Sell |
1,623
-411
| -20% | -$96.7K | 0.09% | 82 |
|
|
2020
Q3 | $291K | Buy |
+2,034
| New | +$291K | 0.09% | 85 |
|