Montis Financial’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 | $414K | Buy |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $459K | Buy |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $529K | Buy |
|
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $795K | Buy |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $994K | Hold |
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|
2021
Q4 | $974K | Hold |
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|
2021
Q3 | $721K | Buy |
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|
2021
Q2 | $622K | Hold |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $905K | Buy |
|