Monte Financial Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
1,619
-10
| -0.6% | -$3.18K | 0.2% | 75 |
|
|
2025
Q1 | $393K | Buy |
1,629
+10
| +0.6% | +$2.41K | 0.17% | 73 |
|
|
2024
Q4 | $654K | Sell |
1,619
-87
| -5% | -$35.1K | 0.28% | 67 |
|
|
2024
Q3 | $446K | Buy |
1,706
+6
| +0.4% | +$1.57K | 0.19% | 74 |
|
|
2024
Q2 | $336K | Buy |
1,700
+124
| +8% | +$24.5K | 0.15% | 75 |
|
|
2024
Q1 | $277K | Buy |
1,576
+50
| +3% | +$8.79K | 0.12% | 77 |
|
|
2023
Q4 | $379K | Buy |
1,526
+50
| +3% | +$12.4K | 0.18% | 71 |
|
|
2023
Q3 | $369K | Hold |
1,476
| – | – | 0.19% | 71 |
|
|
2023
Q2 | $386K | Hold |
1,476
| – | – | 0.19% | 70 |
|
|
2023
Q1 | $306K | Sell |
1,476
-570
| -28% | -$118K | 0.16% | 73 |
|
|
2022
Q4 | $252K | Sell |
2,046
-30
| -1% | -$3.7K | 0.13% | 77 |
|
|
2022
Q3 | $551K | Hold |
2,076
| – | – | 0.34% | 61 |
|
|
2022
Q2 | $466K | Buy |
2,076
+6
| +0.3% | +$1.35K | 0.27% | 69 |
|
|
2022
Q1 | $744K | Hold |
2,070
| – | – | 0.4% | 49 |
|
|
2021
Q4 | $729K | Buy |
+2,070
| New | +$729K | 0.38% | 52 |
|
|
2020
Q2 | – | Sell |
-8,820
| Closed | -$308K | – | 70 |
|
|
2020
Q1 | $308K | Buy |
+8,820
| New | +$308K | 0.3% | 59 |
|