Montag & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $936K | Sell |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $842K | Buy |
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|
2024
Q1 | $560K | Sell |
|
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.65M | Buy |
|
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $704K | Sell |
|
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $966K | Buy |
|
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $632K | Buy |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $645K | Sell |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $228K | Buy |
|