AIMZ 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 | $912K | Sell |
2,872
-10
| -0.3% | -$3.18K | 0.31% | 69 |
|
|
2025
Q1 | $747K | Buy |
2,882
+280
| +11% | +$72.6K | 0.26% | 71 |
|
|
2024
Q4 | $1.05M | Sell |
2,602
-550
| -17% | -$222K | 0.37% | 66 |
|
|
2024
Q3 | $825K | Sell |
3,152
-325
| -9% | -$85K | 0.28% | 71 |
|
|
2024
Q2 | $688K | Buy |
3,477
+10
| +0.3% | +$1.98K | 0.25% | 74 |
|
|
2024
Q1 | $609K | Sell |
3,467
-1,373
| -28% | -$241K | 0.23% | 78 |
|
|
2023
Q4 | $1.2M | Hold |
4,840
| – | – | 0.49% | 61 |
|
|
2023
Q3 | $1.21M | Hold |
4,840
| – | – | 0.54% | 60 |
|
|
2023
Q2 | $1.27M | Hold |
4,840
| – | – | 0.54% | 59 |
|
|
2023
Q1 | $1M | Hold |
4,840
| – | – | 0.45% | 62 |
|
|
2022
Q4 | $596K | Sell |
4,840
-290
| -6% | -$35.7K | 0.28% | 72 |
|
|
2022
Q3 | $1.36M | Hold |
5,130
| – | – | 0.69% | 50 |
|
|
2022
Q2 | $1.15M | Hold |
5,130
| – | – | 0.55% | 60 |
|
|
2022
Q1 | $1.84M | Hold |
5,130
| – | – | 0.76% | 47 |
|
|
2021
Q4 | $1.81M | Hold |
5,130
| – | – | 0.7% | 48 |
|
|
2021
Q3 | $1.33M | Hold |
5,130
| – | – | 0.6% | 59 |
|
|
2021
Q2 | $1.16M | Sell |
5,130
-120
| -2% | -$27.2K | 0.52% | 60 |
|
|
2021
Q1 | $1.17M | Hold |
5,250
| – | – | 0.57% | 56 |
|
|
2020
Q4 | $1.24M | Buy |
5,250
+210
| +4% | +$49.4K | 0.65% | 50 |
|
|
2020
Q3 | $721K | Sell |
5,040
-300
| -6% | -$42.9K | 0.43% | 58 |
|
|
2020
Q2 | $384K | Buy |
+5,340
| New | +$384K | 0.25% | 74 |
|