Mount Yale Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
14,085
+1,717
| +14% | +$545K | 0.35% | 52 |
|
|
2025
Q1 | $3.21M | Sell |
12,368
-556
| -4% | -$144K | 0.27% | 78 |
|
|
2024
Q4 | $5.22M | Buy |
12,924
+2,654
| +26% | +$1.07M | 0.42% | 37 |
|
|
2024
Q3 | $2.69M | Buy |
10,270
+567
| +6% | +$148K | 0.26% | 90 |
|
|
2024
Q2 | $1.92M | Sell |
9,703
-4,855
| -33% | -$961K | 0.15% | 127 |
|
|
2024
Q1 | $2.56M | Buy |
14,558
+1,308
| +10% | +$230K | 0.2% | 106 |
|
|
2023
Q4 | $3.29M | Buy |
13,250
+5,184
| +64% | +$1.29M | 0.31% | 80 |
|
|
2023
Q3 | $2.02M | Buy |
8,066
+1,917
| +31% | +$480K | 0.22% | 103 |
|
|
2023
Q2 | $1.61M | Sell |
6,149
-903
| -13% | -$236K | 0.17% | 130 |
|
|
2023
Q1 | $1.46M | Buy |
7,052
+2,562
| +57% | +$532K | 0.16% | 133 |
|
|
2022
Q4 | $553K | Sell |
4,490
-4,060
| -47% | -$500K | 0.06% | 264 |
|
|
2022
Q3 | $2.27M | Buy |
8,550
+975
| +13% | +$259K | 0.3% | 80 |
|
|
2022
Q2 | $1.7M | Buy |
7,575
+654
| +9% | +$147K | 0.21% | 108 |
|
|
2022
Q1 | $2.49M | Sell |
6,921
-594
| -8% | -$213K | 0.27% | 81 |
|
|
2021
Q4 | $2.65M | Sell |
7,515
-1,185
| -14% | -$417K | 0.28% | 88 |
|
|
2021
Q3 | $2.25M | Buy |
8,700
+3,669
| +73% | +$948K | 0.26% | 92 |
|
|
2021
Q2 | $1.14M | Sell |
5,031
-21
| -0.4% | -$4.76K | 0.14% | 158 |
|
|
2021
Q1 | $1.13M | Buy |
5,052
+2,235
| +79% | +$498K | 0.15% | 143 |
|
|
2020
Q4 | $663K | Buy |
2,817
+15
| +0.5% | +$3.53K | 0.09% | 220 |
|
|
2020
Q3 | $401K | Sell |
2,802
-18
| -0.6% | -$2.58K | 0.06% | 253 |
|
|
2020
Q2 | $203K | Buy |
+2,820
| New | +$203K | 0.04% | 309 |
|
|
2018
Q4 | – | Sell |
-2,160
| Closed | -$50K | – | 751 |
|
|
2018
Q3 | $50K | Buy |
2,160
+180
| +9% | +$4.17K | 0.01% | 599 |
|
|
2018
Q2 | $45K | Buy |
+1,980
| New | +$45K | 0.01% | 651 |
|