MCIA
Mountain Capital Investment Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
14,484
-868
| -6% | -$261K | 0.84% | 11 |
|
|
2025
Q1 | $3.98M | Sell |
15,352
-16,580
| -52% | -$4.3M | 0.85% | 12 |
|
|
2024
Q4 | $13.6M | Sell |
31,932
-57
| -0.2% | -$24.3K | 2.82% | 8 |
|
|
2024
Q3 | $10.5M | Buy |
31,989
+141
| +0.4% | +$46.3K | 2.3% | 8 |
|
|
2024
Q2 | $8.05M | Buy |
31,848
+679
| +2% | +$172K | 2% | 7 |
|
|
2024
Q1 | $5.51M | Sell |
31,169
-1,535
| -5% | -$272K | 1.55% | 7 |
|
|
2023
Q4 | $7.86M | Sell |
32,704
-570
| -2% | -$137K | 2.66% | 7 |
|
|
2023
Q3 | $7.14M | Buy |
33,274
+336
| +1% | +$72.1K | 2.68% | 6 |
|
|
2023
Q2 | $8.86M | Sell |
32,938
-6,738
| -17% | -$1.81M | 3.35% | 6 |
|
|
2023
Q1 | $7.38M | Sell |
39,676
-32
| -0.1% | -$5.95K | 3.25% | 6 |
|
|
2022
Q4 | $4.72M | Buy |
39,708
+36,993
| +1,363% | +$4.4M | 2.15% | 8 |
|
|
2022
Q3 | $603K | Buy |
2,715
+1,783
| +191% | +$396K | 0.32% | 71 |
|
|
2022
Q2 | $684K | Buy |
932
+35
| +4% | +$25.7K | 0.34% | 63 |
|
|
2022
Q1 | $875K | Buy |
897
+272
| +44% | +$265K | 0.41% | 71 |
|
|
2021
Q4 | $666K | Buy |
625
+99
| +19% | +$105K | 0.3% | 96 |
|
|
2021
Q3 | $413K | Buy |
526
+1
| +0.2% | +$785 | 0.22% | 110 |
|
|
2021
Q2 | $343K | Buy |
525
+41
| +8% | +$26.8K | 0.16% | 112 |
|
|
2021
Q1 | $369K | Buy |
484
+6
| +1% | +$4.57K | 0.19% | 131 |
|
|
2020
Q4 | $388K | Sell |
478
-1
| -0.2% | -$812 | 0.23% | 113 |
|
|
2020
Q3 | $212K | Buy |
+479
| New | +$212K | 0.14% | 96 |
|
|
2017
Q4 | – | Sell |
-110
| Closed | -$38K | – | 391 |
|
|
2017
Q3 | $38K | Hold |
110
| – | – | 0.03% | 140 |
|
|
2017
Q2 | $40K | Buy |
+110
| New | +$40K | 0.04% | 148 |
|