Modera 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 | $4.68M | Buy |
14,743
+938
| +7% | +$298K | 0.06% | 189 |
|
|
2025
Q1 | $3.58M | Sell |
13,805
-593
| -4% | -$154K | 0.05% | 203 |
|
|
2024
Q4 | $5.81M | Buy |
14,398
+2,539
| +21% | +$1.03M | 0.07% | 165 |
|
|
2024
Q3 | $3.1M | Sell |
11,859
-297
| -2% | -$77.7K | 0.04% | 202 |
|
|
2024
Q2 | $2.41M | Buy |
12,156
+102
| +0.8% | +$20.2K | 0.04% | 205 |
|
|
2024
Q1 | $2.12M | Sell |
12,054
-48
| -0.4% | -$8.44K | 0.03% | 219 |
|
|
2023
Q4 | $3.01M | Sell |
12,102
-549
| -4% | -$136K | 0.05% | 192 |
|
|
2023
Q3 | $3.17M | Buy |
12,651
+74
| +0.6% | +$18.5K | 0.06% | 181 |
|
|
2023
Q2 | $3.29M | Buy |
12,577
+6,441
| +105% | +$1.69M | 0.06% | 186 |
|
|
2023
Q1 | $1.27M | Buy |
6,136
+3,454
| +129% | +$717K | 0.05% | 132 |
|
|
2022
Q4 | $330K | Sell |
2,682
-405
| -13% | -$49.9K | 0.01% | 269 |
|
|
2022
Q3 | $819K | Buy |
3,087
+9
| +0.3% | +$2.39K | 0.04% | 148 |
|
|
2022
Q2 | $691K | Buy |
3,078
+273
| +10% | +$61.3K | 0.03% | 167 |
|
|
2022
Q1 | $1.01M | Sell |
2,805
-2,478
| -47% | -$890K | 0.04% | 154 |
|
|
2021
Q4 | $1.86M | Buy |
5,283
+2,298
| +77% | +$809K | 0.07% | 124 |
|
|
2021
Q3 | $772K | Sell |
2,985
-132
| -4% | -$34.1K | 0.04% | 124 |
|
|
2021
Q2 | $706K | Sell |
3,117
-201
| -6% | -$45.5K | 0.04% | 125 |
|
|
2021
Q1 | $739K | Buy |
3,318
+6
| +0.2% | +$1.34K | 0.05% | 116 |
|
|
2020
Q4 | $779K | Buy |
+3,312
| New | +$779K | 0.06% | 114 |
|