American Trust 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 | $700K | Sell |
2,205
-25
| -1% | -$7.94K | 0.35% | 46 |
|
|
2025
Q1 | $578K | Buy |
2,230
+20
| +0.9% | +$5.18K | 0.24% | 76 |
|
|
2024
Q4 | $892K | Sell |
2,210
-103
| -4% | -$41.6K | 0.37% | 48 |
|
|
2024
Q3 | $605K | Sell |
2,313
-155
| -6% | -$40.6K | 0.25% | 58 |
|
|
2024
Q2 | $488K | Buy |
2,468
+73
| +3% | +$14.4K | 0.24% | 54 |
|
|
2024
Q1 | $421K | Hold |
2,395
| – | – | 0.2% | 61 |
|
|
2023
Q4 | $595K | Sell |
2,395
-780
| -25% | -$194K | 0.31% | 48 |
|
|
2023
Q3 | $794K | Buy |
3,175
+40
| +1% | +$10K | 0.44% | 42 |
|
|
2023
Q2 | $821K | Hold |
3,135
| – | – | 0.46% | 41 |
|
|
2023
Q1 | $650K | Hold |
3,135
| – | – | 0.39% | 49 |
|
|
2022
Q4 | $386K | Hold |
3,135
| – | – | 0.25% | 57 |
|
|
2022
Q3 | $832K | Hold |
3,135
| – | – | 0.53% | 45 |
|
|
2022
Q2 | $704K | Hold |
3,135
| – | – | 0.44% | 48 |
|
|
2022
Q1 | $1.13M | Hold |
3,135
| – | – | 0.58% | 46 |
|
|
2021
Q4 | $1.1M | Buy |
3,135
+30
| +1% | +$10.6K | 0.55% | 46 |
|
|
2021
Q3 | $803K | Hold |
3,105
| – | – | 0.45% | 47 |
|
|
2021
Q2 | $703K | Hold |
3,105
| – | – | 0.38% | 48 |
|
|
2021
Q1 | $691K | Hold |
3,105
| – | – | 0.4% | 46 |
|
|
2020
Q4 | $730K | Sell |
3,105
-480
| -13% | -$113K | 0.45% | 43 |
|
|
2020
Q3 | $513K | Buy |
3,585
+435
| +14% | +$62.2K | 0.37% | 43 |
|
|
2020
Q2 | $227K | Buy |
+3,150
| New | +$227K | 0.18% | 58 |
|
|
2018
Q2 | – | Sell |
-13,815
| Closed | -$245K | – | 83 |
|
|
2018
Q1 | $245K | Hold |
13,815
| – | – | 0.2% | 64 |
|
|
2017
Q4 | $287K | Hold |
13,815
| – | – | 0.22% | 62 |
|
|
2017
Q3 | $314K | Hold |
13,815
| – | – | 0.28% | 52 |
|
|
2017
Q2 | $333K | Hold |
13,815
| – | – | 0.29% | 56 |
|
|
2017
Q1 | $256K | Buy |
+13,815
| New | +$256K | 0.23% | 57 |
|
|
2016
Q2 | – | Sell |
-13,815
| Closed | -$212K | – | 73 |
|
|
2016
Q1 | $212K | Hold |
13,815
| – | – | 0.22% | 59 |
|
|
2015
Q4 | $221K | Sell |
13,815
-810
| -6% | -$13K | 0.25% | 62 |
|
|
2015
Q3 | $242K | Hold |
14,625
| – | – | 0.28% | 54 |
|
|
2015
Q2 | $262K | Buy |
+14,625
| New | +$262K | 0.26% | 61 |
|