Moneta Group Investment 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 | $13M | Buy |
62,697
+31,867
| +103% | +$6.62M | 0.16% | 80 |
|
|
2025
Q1 | $7.99M | Buy |
30,830
+3,778
| +14% | +$979K | 0.11% | 106 |
|
|
2024
Q4 | $10.9M | Buy |
27,052
+217
| +0.8% | +$87.6K | 0.15% | 87 |
|
|
2024
Q3 | $7.02M | Sell |
26,835
-148
| -0.5% | -$38.7K | 0.1% | 110 |
|
|
2024
Q2 | $5.34M | Sell |
26,983
-238
| -0.9% | -$47.1K | 0.09% | 118 |
|
|
2024
Q1 | $4.79M | Buy |
27,221
+6,792
| +33% | +$1.19M | 0.08% | 127 |
|
|
2023
Q4 | $5.08M | Buy |
20,429
+445
| +2% | +$111K | 0.1% | 106 |
|
|
2023
Q3 | $5M | Buy |
19,984
+816
| +4% | +$204K | 0.11% | 100 |
|
|
2023
Q2 | $5.02M | Buy |
19,168
+48
| +0.3% | +$12.6K | 0.11% | 101 |
|
|
2023
Q1 | $3.97M | Buy |
19,120
+9,414
| +97% | +$1.95M | 0.1% | 113 |
|
|
2022
Q4 | $1.68M | Sell |
9,706
-5,193
| -35% | -$900K | 0.05% | 163 |
|
|
2022
Q3 | $3.95M | Sell |
14,899
-1,937
| -12% | -$514K | 0.15% | 98 |
|
|
2022
Q2 | $3.85M | Buy |
16,836
+1,251
| +8% | +$286K | 0.13% | 106 |
|
|
2022
Q1 | $5.6M | Sell |
15,585
-570
| -4% | -$205K | 0.22% | 79 |
|
|
2021
Q4 | $5.69M | Buy |
16,155
+426
| +3% | +$150K | 0.23% | 75 |
|
|
2021
Q3 | $4.07M | Sell |
15,729
-318
| -2% | -$82.2K | 0.19% | 84 |
|
|
2021
Q2 | $3.64M | Sell |
16,047
-483
| -3% | -$109K | 0.17% | 100 |
|
|
2021
Q1 | $3.68M | Buy |
16,530
+9,531
| +136% | +$2.12M | 0.19% | 87 |
|
|
2020
Q4 | $1.65M | Buy |
6,999
+705
| +11% | +$166K | 0.12% | 111 |
|
|
2020
Q3 | $900K | Buy |
6,294
+849
| +16% | +$121K | 0.08% | 127 |
|
|
2020
Q2 | $392K | Buy |
+5,445
| New | +$392K | 0.04% | 187 |
|
|
2018
Q3 | – | Sell |
-3,810
| Closed | -$87K | – | 362 |
|
|
2018
Q2 | $87K | Buy |
3,810
+2,085
| +121% | +$47.6K | 0.01% | 291 |
|
|
2018
Q1 | $31K | Hold |
1,725
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $36K | Buy |
+1,725
| New | +$36K | 0.01% | 284 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$5K | – | 391 |
|
|
2015
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 484 |
|