Mutual 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 | $17.4M | Buy |
55,080
+1,699
| +3% | +$537K | 0.43% | 29 |
|
|
2025
Q1 | $15.2M | Buy |
53,381
+4,642
| +10% | +$1.32M | 0.44% | 33 |
|
|
2024
Q4 | $20.2M | Buy |
48,739
+1,786
| +4% | +$739K | 0.58% | 21 |
|
|
2024
Q3 | $12.2M | Sell |
46,953
-47
| -0.1% | -$12.2K | 0.36% | 48 |
|
|
2024
Q2 | $10.9M | Buy |
47,000
+154
| +0.3% | +$35.7K | 0.33% | 54 |
|
|
2024
Q1 | $8.24M | Buy |
46,846
+6,015
| +15% | +$1.06M | 0.26% | 72 |
|
|
2023
Q4 | $10.1M | Buy |
40,831
+1,089
| +3% | +$271K | 0.35% | 48 |
|
|
2023
Q3 | $9.94M | Buy |
39,742
+1,756
| +5% | +$439K | 0.39% | 40 |
|
|
2023
Q2 | $9.94M | Sell |
37,986
-5,377
| -12% | -$1.41M | 0.38% | 41 |
|
|
2023
Q1 | $9M | Buy |
43,363
+1,240
| +3% | +$257K | 0.37% | 43 |
|
|
2022
Q4 | $5.19M | Sell |
42,123
-5,997
| -12% | -$739K | 0.23% | 92 |
|
|
2022
Q3 | $12.8M | Buy |
48,120
+3,588
| +8% | +$952K | 0.66% | 16 |
|
|
2022
Q2 | $10M | Sell |
44,532
-246
| -0.5% | -$55.2K | 0.66% | 18 |
|
|
2022
Q1 | $16.1M | Buy |
44,778
+2,283
| +5% | +$820K | 0.9% | 13 |
|
|
2021
Q4 | $15M | Buy |
42,495
+5,298
| +14% | +$1.87M | 0.79% | 13 |
|
|
2021
Q3 | $9.62M | Buy |
37,197
+642
| +2% | +$166K | 0.57% | 27 |
|
|
2021
Q2 | $8.28M | Buy |
36,555
+13,707
| +60% | +$3.11M | 0.49% | 33 |
|
|
2021
Q1 | $5.09M | Buy |
22,848
+1,623
| +8% | +$361K | 0.35% | 66 |
|
|
2020
Q4 | $4.99M | Sell |
21,225
-1,554
| -7% | -$366K | 0.37% | 56 |
|
|
2020
Q3 | $3.26M | Buy |
22,779
+3,504
| +18% | +$501K | 0.28% | 78 |
|
|
2020
Q2 | $1.39M | Buy |
19,275
+330
| +2% | +$23.8K | 0.14% | 177 |
|
|
2020
Q1 | $662K | Buy |
18,945
+1,125
| +6% | +$39.3K | 0.09% | 237 |
|
|
2019
Q4 | $497K | Buy |
+17,820
| New | +$497K | 0.05% | 343 |
|
|
2019
Q1 | – | Sell |
-9,195
| Closed | -$204K | – | 497 |
|
|
2018
Q4 | $204K | Buy |
+9,195
| New | +$204K | 0.04% | 399 |
|