Mascoma Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
740
+37
| +5% | +$11.8K | 0.05% | 84 |
|
|
2025
Q1 | $182K | Sell |
703
-50
| -7% | -$13K | 0.05% | 96 |
|
|
2024
Q4 | $304K | Buy |
753
+42
| +6% | +$17K | 0.08% | 76 |
|
|
2024
Q3 | $186K | Hold |
711
| – | – | 0.05% | 96 |
|
|
2024
Q2 | $141K | Hold |
711
| – | – | 0.04% | 112 |
|
|
2024
Q1 | $125K | Hold |
711
| – | – | 0.04% | 123 |
|
|
2023
Q4 | $177K | Sell |
711
-650
| -48% | -$162K | 0.05% | 106 |
|
|
2023
Q3 | $341K | Hold |
1,361
| – | – | 0.11% | 74 |
|
|
2023
Q2 | $340K | Sell |
1,361
-424
| -24% | -$106K | 0.1% | 72 |
|
|
2023
Q1 | $293K | Buy |
1,785
+350
| +24% | +$57.5K | 0.09% | 91 |
|
|
2022
Q4 | $177K | Buy |
1,435
+315
| +28% | +$38.8K | 0.06% | 120 |
|
|
2022
Q3 | $297K | Buy |
1,120
+424
| +61% | +$112K | 0.1% | 94 |
|
|
2022
Q2 | $156K | Hold |
696
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $250K | Buy |
696
+315
| +83% | +$113K | 0.08% | 108 |
|
|
2021
Q4 | $134K | Sell |
381
-75
| -16% | -$26.4K | 0.05% | 135 |
|
|
2021
Q3 | $118K | Buy |
+456
| New | +$118K | 0.05% | 140 |
|
|
2021
Q2 | – | Sell |
-465
| Closed | -$104K | – | 400 |
|
|
2021
Q1 | $104K | Buy |
+465
| New | +$104K | 0.04% | 150 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 399 |
|
|
2018
Q3 | – | Sell |
-750
| Closed | -$17K | – | 412 |
|
|
2018
Q2 | $17K | Hold |
750
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $13K | Hold |
750
| – | – | 0.01% | 255 |
|
|
2017
Q4 | $17K | Hold |
750
| – | – | 0.01% | 228 |
|
|
2017
Q3 | $17K | Hold |
750
| – | – | 0.01% | 249 |
|
|
2017
Q2 | $18K | Buy |
750
+600
| +400% | +$14.4K | 0.01% | 248 |
|
|
2017
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2016
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 347 |
|