Mount Vernon Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
5,670
-250
| -4% | -$79.4K | 1.3% | 23 |
|
|
2025
Q1 | $1.53M | Sell |
5,920
-1,385
| -19% | -$359K | 1.25% | 24 |
|
|
2024
Q4 | $2.95M | Buy |
7,305
+25
| +0.3% | +$10.1K | 2.3% | 13 |
|
|
2024
Q3 | $1.91M | Sell |
7,280
-20
| -0.3% | -$5.23K | 1.51% | 23 |
|
|
2024
Q2 | $1.45M | Buy |
7,300
+100
| +1% | +$19.8K | 1.28% | 22 |
|
|
2024
Q1 | $1.27M | Buy |
7,200
+260
| +4% | +$45.7K | 1.07% | 26 |
|
|
2023
Q4 | $1.72M | Buy |
6,940
+350
| +5% | +$86.9K | 1.69% | 20 |
|
|
2023
Q3 | $1.65M | Buy |
6,590
+600
| +10% | +$150K | 1.82% | 17 |
|
|
2023
Q2 | $1.57M | Buy |
5,990
+10
| +0.2% | +$2.62K | 1.67% | 22 |
|
|
2023
Q1 | $1.24M | Sell |
5,980
-50
| -0.8% | -$10.4K | 1.47% | 23 |
|
|
2022
Q4 | $743K | Buy |
6,030
+1,825
| +43% | +$225K | 0.95% | 28 |
|
|
2022
Q3 | $1.12M | Buy |
4,205
+5
| +0.1% | +$1.33K | 1.45% | 24 |
|
|
2022
Q2 | $943K | Hold |
4,200
| – | – | 1.15% | 26 |
|
|
2022
Q1 | $1.51M | Buy |
4,200
+1,050
| +33% | +$377K | 1.46% | 24 |
|
|
2021
Q4 | $1.11M | Hold |
3,150
| – | – | 0.96% | 28 |
|
|
2021
Q3 | $814K | Hold |
3,150
| – | – | 0.75% | 31 |
|
|
2021
Q2 | $714K | Hold |
3,150
| – | – | 0.65% | 33 |
|
|
2021
Q1 | $701K | Hold |
3,150
| – | – | 0.69% | 33 |
|
|
2020
Q4 | $741K | Hold |
3,150
| – | – | 0.78% | 30 |
|
|
2020
Q3 | $450K | Buy |
3,150
+150
| +5% | +$21.4K | 0.54% | 33 |
|
|
2020
Q2 | $216K | Buy |
+3,000
| New | +$216K | 0.28% | 45 |
|