Monterey Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.05M | Sell |
11,769
-472
| -4% | -$122K | 0.9% | 21 |
|
|
2024
Q4 | $4.94M | Sell |
12,241
-22
| -0.2% | -$8.89K | 1.63% | 14 |
|
|
2024
Q3 | $3.21M | Sell |
12,263
-1,234
| -9% | -$323K | 1.09% | 19 |
|
|
2024
Q2 | $2.67M | Buy |
13,497
+953
| +8% | +$189K | 1% | 21 |
|
|
2024
Q1 | $2.21M | Buy |
12,544
+13
| +0.1% | +$2.29K | 0.89% | 22 |
|
|
2023
Q4 | $3.11M | Sell |
12,531
-22
| -0.2% | -$5.47K | 1.41% | 16 |
|
|
2023
Q3 | $3.14M | Buy |
12,553
+22
| +0.2% | +$5.51K | 1.58% | 15 |
|
|
2023
Q2 | $3.28M | Buy |
12,531
+104
| +0.8% | +$27.2K | 1.59% | 15 |
|
|
2023
Q1 | $2.58M | Sell |
12,427
-1
| -0% | -$207 | 1.32% | 19 |
|
|
2022
Q4 | $1.53M | Sell |
12,428
-8
| -0.1% | -$985 | 0.83% | 22 |
|
|
2022
Q3 | $3.34M | Buy |
12,436
+109
| +0.9% | +$29.2K | 2% | 13 |
|
|
2022
Q2 | $2.77M | Buy |
12,327
+336
| +3% | +$75.4K | 1.58% | 13 |
|
|
2022
Q1 | $4.37M | Buy |
11,991
+9
| +0.1% | +$3.28K | 2.11% | 10 |
|
|
2021
Q4 | $4.22M | Sell |
11,982
-171
| -1% | -$60.2K | 2.09% | 11 |
|
|
2021
Q3 | $3.16M | Sell |
12,153
-750
| -6% | -$195K | 1.78% | 14 |
|
|
2021
Q2 | $2.92M | Hold |
12,903
| – | – | 1.68% | 12 |
|
|
2021
Q1 | $3.18M | Sell |
12,903
-1,110
| -8% | -$273K | 1.75% | 10 |
|
|
2020
Q4 | $3.3M | Buy |
14,013
+6
| +0% | +$1.41K | 1.9% | 10 |
|
|
2020
Q3 | $2M | Buy |
14,007
+1,692
| +14% | +$242K | 1.29% | 13 |
|
|
2020
Q2 | $887K | Sell |
12,315
-1,500
| -11% | -$108K | 0.63% | 22 |
|
|
2020
Q1 | $483K | Sell |
13,815
-2,430
| -15% | -$85K | 0.41% | 33 |
|
|
2019
Q4 | $453K | Buy |
+16,245
| New | +$453K | 0.36% | 39 |
|