Montz Harcus Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
2,423
+209
| +9% | +$66.4K | 0.37% | 32 |
|
|
2025
Q1 | $574K | Buy |
2,214
+511
| +30% | +$132K | 0.31% | 36 |
|
|
2024
Q4 | $688K | Sell |
1,703
-243
| -12% | -$98.1K | 0.38% | 31 |
|
|
2024
Q3 | $509K | Sell |
1,946
-159
| -8% | -$41.6K | 0.3% | 37 |
|
|
2024
Q2 | $417K | Buy |
2,105
+15
| +0.7% | +$2.97K | 0.27% | 40 |
|
|
2024
Q1 | $367K | Sell |
2,090
-101
| -5% | -$17.8K | 0.25% | 40 |
|
|
2023
Q4 | $544K | Buy |
2,191
+11
| +0.5% | +$2.73K | 0.42% | 28 |
|
|
2023
Q3 | $545K | Buy |
2,180
+13
| +0.6% | +$3.25K | 0.47% | 26 |
|
|
2023
Q2 | $567K | Hold |
2,167
| – | – | 0.47% | 25 |
|
|
2023
Q1 | $450K | Sell |
2,167
-602
| -22% | -$125K | 0.42% | 29 |
|
|
2022
Q4 | $341K | Hold |
2,769
| – | – | 0.34% | 35 |
|
|
2022
Q3 | $734K | Sell |
2,769
-3
| -0.1% | -$795 | 0.81% | 19 |
|
|
2022
Q2 | $622K | Buy |
2,772
+3
| +0.1% | +$673 | 0.66% | 21 |
|
|
2022
Q1 | $995K | Hold |
2,769
| – | – | 0.89% | 18 |
|
|
2021
Q4 | $975K | Buy |
+2,769
| New | +$975K | 0.85% | 19 |
|