MAM
Marotta Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-945
| Closed | -$358K | – | 114 |
|
|
2024
Q4 | $358K | Buy |
+945
| New | +$358K | 0.08% | 87 |
|
|
2024
Q1 | – | Sell |
-897
| Closed | -$223K | – | 107 |
|
|
2023
Q4 | $223K | Buy |
897
+14
| +2% | +$3.48K | 0.05% | 97 |
|
|
2023
Q3 | $221K | Sell |
883
-1
| -0.1% | -$250 | 0.05% | 99 |
|
|
2023
Q2 | $231K | Buy |
+884
| New | +$231K | 0.05% | 95 |
|
|
2022
Q4 | – | Sell |
-828
| Closed | -$220K | – | 112 |
|
|
2022
Q3 | $220K | Buy |
+828
| New | +$220K | 0.06% | 96 |
|
|
2022
Q2 | – | Sell |
-284
| Closed | -$306K | – | 119 |
|
|
2022
Q1 | $306K | Buy |
284
+8
| +3% | +$8.62K | 0.07% | 91 |
|
|
2021
Q4 | $292K | Hold |
276
| – | – | 0.07% | 88 |
|
|
2021
Q3 | $214K | Buy |
+276
| New | +$214K | 0.05% | 96 |
|