Montis Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
800
-145
| -15% | -$46.1K | 0.07% | 117 |
|
|
2025
Q1 | $245K | Sell |
945
-191
| -17% | -$49.5K | 0.07% | 124 |
|
|
2024
Q4 | $459K | Buy |
1,136
+127
| +13% | +$51.3K | 0.14% | 94 |
|
|
2024
Q3 | $264K | Sell |
1,009
-10
| -1% | -$2.62K | 0.09% | 94 |
|
|
2024
Q2 | $202K | Sell |
1,019
-922
| -48% | -$182K | 0.09% | 80 |
|
|
2024
Q1 | $341K | Sell |
1,941
-476
| -20% | -$83.7K | 0.16% | 60 |
|
|
2023
Q4 | $601K | Buy |
2,417
+965
| +66% | +$240K | 0.36% | 33 |
|
|
2023
Q3 | $363K | Sell |
1,452
-570
| -28% | -$143K | 0.24% | 41 |
|
|
2023
Q2 | $529K | Buy |
2,022
+25
| +1% | +$6.54K | 0.35% | 30 |
|
|
2023
Q1 | $414K | Sell |
1,997
-804
| -29% | -$167K | 0.32% | 34 |
|
|
2022
Q4 | $345K | Sell |
2,801
-198
| -7% | -$24.4K | 0.29% | 36 |
|
|
2022
Q3 | $795K | Buy |
2,999
+254
| +9% | +$67.3K | 0.77% | 20 |
|
|
2022
Q2 | $616K | Sell |
2,745
-21
| -0.8% | -$4.71K | 0.58% | 26 |
|
|
2022
Q1 | $994K | Hold |
2,766
| – | – | 0.78% | 20 |
|
|
2021
Q4 | $974K | Hold |
2,766
| – | – | 0.71% | 19 |
|
|
2021
Q3 | $721K | Buy |
2,766
+21
| +0.8% | +$5.47K | 0.61% | 21 |
|
|
2021
Q2 | $622K | Hold |
2,745
| – | – | 0.52% | 28 |
|
|
2021
Q1 | $606K | Sell |
2,745
-396
| -13% | -$87.4K | 0.56% | 26 |
|
|
2020
Q4 | $905K | Buy |
+3,141
| New | +$905K | 0.9% | 18 |
|