Monograph Wealth 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 | $2.09M | Buy |
6,567
+2,414
| +58% | +$767K | 0.26% | 37 |
|
|
2025
Q1 | $1.08M | Sell |
4,153
-255
| -6% | -$66.1K | 0.15% | 49 |
|
|
2024
Q4 | $1.78M | Buy |
4,408
+421
| +11% | +$170K | 0.24% | 38 |
|
|
2024
Q3 | $1.04M | Buy |
3,987
+915
| +30% | +$239K | 0.14% | 49 |
|
|
2024
Q2 | $608K | Hold |
3,072
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $540K | Sell |
3,072
-166
| -5% | -$29.2K | 0.08% | 91 |
|
|
2023
Q4 | $805K | Sell |
3,238
-44
| -1% | -$10.9K | 0.14% | 43 |
|
|
2023
Q3 | $821K | Hold |
3,282
| – | – | 0.16% | 54 |
|
|
2023
Q2 | $859K | Hold |
3,282
| – | – | 0.18% | 35 |
|
|
2023
Q1 | $681K | Buy |
3,282
+1,116
| +52% | +$232K | 0.16% | 38 |
|
|
2022
Q4 | $267K | Buy |
2,166
+60
| +3% | +$7.4K | 0.07% | 78 |
|
|
2022
Q3 | $559K | Hold |
2,106
| – | – | 0.18% | 38 |
|
|
2022
Q2 | $473K | Sell |
2,106
-669
| -24% | -$150K | 0.14% | 45 |
|
|
2022
Q1 | $997K | Sell |
2,775
-15
| -0.5% | -$5.39K | 0.25% | 30 |
|
|
2021
Q4 | $983K | Buy |
+2,790
| New | +$983K | 0.25% | 33 |
|