Montag & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,389
+1,128
| +50% | +$358K | 0.05% | 228 |
|
|
2025
Q1 | $586K | Sell |
2,261
-57
| -2% | -$14.8K | 0.03% | 296 |
|
|
2024
Q4 | $936K | Sell |
2,318
-90
| -4% | -$36.4K | 0.04% | 246 |
|
|
2024
Q3 | $630K | Sell |
2,408
-1,848
| -43% | -$484K | 0.03% | 301 |
|
|
2024
Q2 | $842K | Buy |
4,256
+1,071
| +34% | +$212K | 0.04% | 248 |
|
|
2024
Q1 | $560K | Sell |
3,185
-1,886
| -37% | -$332K | 0.03% | 310 |
|
|
2023
Q4 | $1.26M | Sell |
5,071
-940
| -16% | -$234K | 0.07% | 198 |
|
|
2023
Q3 | $1.5M | Sell |
6,011
-293
| -5% | -$73.3K | 0.09% | 173 |
|
|
2023
Q2 | $1.65M | Buy |
6,304
+131
| +2% | +$34.3K | 0.1% | 167 |
|
|
2023
Q1 | $1.28M | Buy |
6,173
+461
| +8% | +$95.6K | 0.08% | 179 |
|
|
2022
Q4 | $704K | Sell |
5,712
-1,241
| -18% | -$153K | 0.05% | 233 |
|
|
2022
Q3 | $1.84M | Buy |
6,953
+2,651
| +62% | +$703K | 0.13% | 146 |
|
|
2022
Q2 | $966K | Buy |
4,302
+1,311
| +44% | +$294K | 0.06% | 209 |
|
|
2022
Q1 | $1.07M | Buy |
2,991
+75
| +3% | +$26.9K | 0.06% | 225 |
|
|
2021
Q4 | $1.03M | Buy |
2,916
+69
| +2% | +$24.3K | 0.05% | 231 |
|
|
2021
Q3 | $736K | Buy |
2,847
+57
| +2% | +$14.7K | 0.04% | 255 |
|
|
2021
Q2 | $632K | Buy |
2,790
+39
| +1% | +$8.83K | 0.03% | 271 |
|
|
2021
Q1 | $612K | Buy |
2,751
+9
| +0.3% | +$2K | 0.03% | 273 |
|
|
2020
Q4 | $645K | Sell |
2,742
-264
| -9% | -$62.1K | 0.04% | 245 |
|
|
2020
Q3 | $430K | Sell |
3,006
-159
| -5% | -$22.7K | 0.03% | 238 |
|
|
2020
Q2 | $228K | Buy |
+3,165
| New | +$228K | 0.02% | 281 |
|