Marino Stram & Associates’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,031
Closed -$416K 173
2024
Q4
$416K Sell
1,031
-45
-4% -$18.2K 0.09% 116
2024
Q3
$282K Buy
1,076
+61
+6% +$16K 0.06% 140
2024
Q2
$201K Sell
1,015
-340
-25% -$67.3K 0.05% 161
2024
Q1
$238K Buy
1,355
+83
+7% +$14.6K 0.06% 155
2023
Q4
$316K Buy
1,272
+4
+0.3% +$994 0.08% 130
2023
Q3
$317K Sell
1,268
-80
-6% -$20K 0.09% 122
2023
Q2
$353K Buy
1,348
+285
+27% +$74.6K 0.1% 118
2023
Q1
$221K Buy
+1,063
New +$221K 0.07% 145
2022
Q4
Sell
-1,323
Closed -$351K 156
2022
Q3
$351K Buy
1,323
+30
+2% +$7.96K 0.13% 103
2022
Q2
$290K Hold
1,293
0.1% 120
2022
Q1
$464K Buy
1,293
+30
+2% +$10.8K 0.15% 105
2021
Q4
$445K Buy
1,263
+36
+3% +$12.7K 0.14% 107
2021
Q3
$317K Buy
1,227
+33
+3% +$8.53K 0.11% 118
2021
Q2
$271K Buy
1,194
+87
+8% +$19.7K 0.07% 219
2021
Q1
$246K Sell
1,107
-150
-12% -$33.3K 0.1% 119
2020
Q4
$296K Buy
+1,257
New +$296K 0.13% 100
2019
Q2
Sell
-750
Closed -$14K 516
2019
Q1
$14K Hold
750
0.01% 277
2018
Q4
$17K Hold
750
0.01% 227
2018
Q3
$13K Sell
750
-1,500
-67% -$26K 0.01% 282
2018
Q2
$51K Hold
2,250
0.05% 162
2018
Q1
$40K Hold
2,250
0.04% 186
2017
Q4
$47K Buy
+2,250
New +$47K 0.04% 177