Mather Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.54M | Buy |
23,741
+4,707
| +25% | +$1.5M | 0.08% | 94 |
|
2025
Q1 | $4.93M | Buy |
19,034
+7,560
| +66% | +$1.96M | 0.06% | 110 |
|
2024
Q4 | $4.63M | Buy |
11,474
+142
| +1% | +$57.3K | 0.06% | 114 |
|
2024
Q3 | $2.96M | Sell |
11,332
-30,174
| -73% | -$7.89M | 0.04% | 143 |
|
2024
Q2 | $7.3M | Buy |
41,506
+25,515
| +160% | +$4.49M | 0.09% | 99 |
|
2024
Q1 | $3.97M | Sell |
15,991
-718
| -4% | -$178K | 0.06% | 108 |
|
2023
Q4 | $4.15M | Buy |
16,709
+6,854
| +70% | +$1.7M | 0.07% | 107 |
|
2023
Q3 | $2.47M | Buy |
9,855
+1,541
| +19% | +$386K | 0.04% | 139 |
|
2023
Q2 | $2.18M | Buy |
8,314
+374
| +5% | +$97.9K | 0.03% | 156 |
|
2023
Q1 | $1.65M | Sell |
7,940
-4,143
| -34% | -$859K | 0.03% | 159 |
|
2022
Q4 | $1.49M | Sell |
12,083
-3,495
| -22% | -$430K | 0.03% | 159 |
|
2022
Q3 | $4.13M | Buy |
15,578
+6,515
| +72% | +$1.73M | 0.09% | 88 |
|
2022
Q2 | $2.03M | Buy |
9,063
+3,864
| +74% | +$867K | 0.05% | 128 |
|
2022
Q1 | $1.87M | Buy |
5,199
+2,436
| +88% | +$875K | 0.04% | 117 |
|
2021
Q4 | $973K | Buy |
2,763
+471
| +21% | +$166K | 0.02% | 151 |
|
2021
Q3 | $592K | Buy |
2,292
+1,383
| +152% | +$357K | 0.01% | 156 |
|
2021
Q2 | $206K | Buy |
+909
| New | +$206K | 0.01% | 275 |
|