American Investment Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,148
| Closed | -$623K | – | 161 |
|
|
2024
Q2 | $623K | Sell |
3,148
-14,685
| -82% | -$2.91M | 0.11% | 102 |
|
|
2024
Q1 | $3.13M | Sell |
17,833
-412
| -2% | -$72.4K | 0.56% | 46 |
|
|
2023
Q4 | $4.53M | Hold |
18,245
| – | – | 0.85% | 31 |
|
|
2023
Q3 | $4.57M | Hold |
18,245
| – | – | 0.98% | 30 |
|
|
2023
Q2 | $4.78M | Buy |
18,245
+290
| +2% | +$75.9K | 0.97% | 28 |
|
|
2023
Q1 | $2.21M | Hold |
17,955
| – | – | 0.45% | 48 |
|
|
2022
Q4 | $2.21M | Buy |
17,955
+330
| +2% | +$40.6K | 0.45% | 48 |
|
|
2022
Q3 | $4.68M | Hold |
17,625
| – | – | 1.11% | 26 |
|
|
2022
Q2 | $3.96M | Sell |
17,625
-9
| -0.1% | -$2.02K | 0.9% | 29 |
|
|
2022
Q1 | $6.33M | Buy |
17,634
+21
| +0.1% | +$7.54K | 1.39% | 23 |
|
|
2021
Q4 | $6.2M | Sell |
17,613
-12
| -0.1% | -$4.23K | 1.36% | 23 |
|
|
2021
Q3 | $4.56M | Sell |
17,625
-384
| -2% | -$99.3K | 1.02% | 27 |
|
|
2021
Q2 | $4.08M | Buy |
18,009
+87
| +0.5% | +$19.7K | 0.94% | 27 |
|
|
2021
Q1 | $3.99M | Sell |
17,922
-3
| -0% | -$668 | 1.08% | 24 |
|
|
2020
Q4 | $4.22M | Sell |
17,925
-600
| -3% | -$141K | 1.28% | 21 |
|
|
2020
Q3 | $2.65M | Sell |
18,525
-735
| -4% | -$105K | 0.89% | 22 |
|
|
2020
Q2 | $1.39M | Hold |
19,260
| – | – | 0.49% | 32 |
|
|
2020
Q1 | $673K | Hold |
19,260
| – | – | 0.26% | 69 |
|
|
2019
Q4 | $537K | Buy |
+19,260
| New | +$537K | 0.16% | 96 |
|
|
2017
Q2 | – | Sell |
-11,505
| Closed | -$213K | – | 114 |
|
|
2017
Q1 | $213K | Buy |
+11,505
| New | +$213K | 0.09% | 101 |
|