McClarren Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-604
| Closed | -$48K | – | 276 |
|
|
2025
Q1 | $48K | Buy |
604
+418
| +225% | +$33.2K | 0.03% | 137 |
|
|
2024
Q4 | $75K | Buy |
186
+150
| +417% | +$60.5K | 0.21% | 64 |
|
|
2024
Q3 | $9 | Sell |
36
-359
| -91% | -$90 | ﹤0.01% | 191 |
|
|
2024
Q2 | $7K | Buy |
395
+359
| +997% | +$6.36K | ﹤0.01% | 258 |
|
|
2024
Q1 | $7K | Hold |
36
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $9K | Buy |
36
+6
| +20% | +$1.5K | 0.01% | 277 |
|
|
2023
Q3 | $6K | Hold |
30
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $7K | Hold |
30
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 273 |
|
|
2022
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $7K | Buy |
+30
| New | +$7K | 0.01% | 245 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$10K | – | 252 |
|
|
2022
Q1 | $10K | Hold |
30
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $11K | Buy |
30
+24
| +400% | +$8.8K | 0.01% | 233 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 300 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 261 |
|