MBL Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
13,147
+6,990
| +114% | +$2.22M | 0.4% | 52 |
|
|
2025
Q1 | $1.6M | Buy |
6,157
+284
| +5% | +$73.6K | 0.16% | 71 |
|
|
2024
Q4 | $2.37M | Buy |
5,873
+663
| +13% | +$268K | 0.24% | 64 |
|
|
2024
Q3 | $1.36M | Buy |
5,210
+74
| +1% | +$19.4K | 0.15% | 76 |
|
|
2024
Q2 | $1.02M | Sell |
5,136
-2,422
| -32% | -$479K | 0.11% | 87 |
|
|
2024
Q1 | $1.33M | Sell |
7,558
-486
| -6% | -$85.4K | 0.15% | 69 |
|
|
2023
Q4 | $2M | Sell |
8,044
-265
| -3% | -$65.8K | 0.25% | 52 |
|
|
2023
Q3 | $2.08M | Buy |
8,309
+273
| +3% | +$68.3K | 0.29% | 46 |
|
|
2023
Q2 | $2.1M | Sell |
8,036
-27
| -0.3% | -$7.07K | 0.3% | 45 |
|
|
2023
Q1 | $1.67M | Buy |
8,063
+3,667
| +83% | +$761K | 0.26% | 49 |
|
|
2022
Q4 | $541K | Sell |
4,396
-3,199
| -42% | -$394K | 0.1% | 96 |
|
|
2022
Q3 | $2.01M | Buy |
7,595
+596
| +9% | +$158K | 0.43% | 43 |
|
|
2022
Q2 | $1.57M | Buy |
6,999
+423
| +6% | +$94.9K | 0.39% | 51 |
|
|
2022
Q1 | $2.36M | Buy |
+6,576
| New | +$2.36M | 0.58% | 37 |
|
|
2021
Q1 | $1.32M | Buy |
5,928
+1,332
| +29% | +$296K | 0.46% | 48 |
|
|
2020
Q4 | $1.08M | Buy |
+4,596
| New | +$1.08M | 0.43% | 44 |
|