Sage Mountain 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 | $11.7M | Buy |
36,683
+12,098
| +49% | +$3.84M | 0.76% | 23 |
|
|
2025
Q1 | $6.37M | Sell |
24,585
-732
| -3% | -$190K | 0.47% | 32 |
|
|
2024
Q4 | $10.2M | Buy |
25,317
+1,893
| +8% | +$764K | 0.75% | 24 |
|
|
2024
Q3 | $6.13M | Buy |
23,424
+4,731
| +25% | +$1.24M | 0.52% | 26 |
|
|
2024
Q2 | $3.7M | Buy |
18,693
+1,379
| +8% | +$273K | 0.34% | 41 |
|
|
2024
Q1 | $3.04M | Sell |
17,314
-342
| -2% | -$60.1K | 0.32% | 47 |
|
|
2023
Q4 | $4.39M | Sell |
17,656
-888
| -5% | -$221K | 0.51% | 30 |
|
|
2023
Q3 | $4.64M | Buy |
18,544
+2,392
| +15% | +$599K | 0.64% | 23 |
|
|
2023
Q2 | $4.23M | Sell |
16,152
-497
| -3% | -$130K | 0.6% | 28 |
|
|
2023
Q1 | $3.45M | Buy |
16,649
+14,076
| +547% | +$2.92M | 0.56% | 29 |
|
|
2022
Q4 | $317K | Sell |
2,573
-1,420
| -36% | -$175K | 0.07% | 101 |
|
|
2022
Q3 | $1.06M | Buy |
3,993
+498
| +14% | +$132K | 0.28% | 35 |
|
|
2022
Q2 | $785K | Sell |
3,495
-51
| -1% | -$11.5K | 0.14% | 125 |
|
|
2022
Q1 | $1.27M | Sell |
3,546
-1,386
| -28% | -$498K | 0.2% | 81 |
|
|
2021
Q4 | $1.74M | Buy |
4,932
+654
| +15% | +$230K | 0.21% | 63 |
|
|
2021
Q3 | $1.11M | Buy |
4,278
+1,086
| +34% | +$281K | 0.16% | 109 |
|
|
2021
Q2 | $723K | Buy |
3,192
+144
| +5% | +$32.6K | 0.12% | 175 |
|
|
2021
Q1 | $679K | Buy |
3,048
+1,683
| +123% | +$375K | 0.14% | 121 |
|
|
2020
Q4 | $321K | Buy |
+1,365
| New | +$321K | 0.11% | 126 |
|