Annex Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1,000K | Buy |
3,147
+14
| +0.4% | +$4.45K | 0.02% | 161 |
|
|
2025
Q1 | $812K | Sell |
3,133
-474
| -13% | -$123K | 0.02% | 176 |
|
|
2024
Q4 | $1.46M | Sell |
3,607
-645
| -15% | -$260K | 0.04% | 136 |
|
|
2024
Q3 | $1.11M | Sell |
4,252
-38
| -0.9% | -$9.94K | 0.04% | 138 |
|
|
2024
Q2 | $849K | Sell |
4,290
-127
| -3% | -$25.1K | 0.03% | 143 |
|
|
2024
Q1 | $776K | Sell |
4,417
-1,005
| -19% | -$177K | 0.03% | 146 |
|
|
2023
Q4 | $1.35M | Buy |
5,422
+663
| +14% | +$165K | 0.06% | 111 |
|
|
2023
Q3 | $1.19M | Buy |
4,759
+74
| +2% | +$18.5K | 0.07% | 101 |
|
|
2023
Q2 | $1.23M | Buy |
4,685
+7
| +0.1% | +$1.83K | 0.07% | 100 |
|
|
2023
Q1 | $971K | Sell |
4,678
-121
| -3% | -$25.1K | 0.05% | 110 |
|
|
2022
Q4 | $591K | Sell |
4,799
-124
| -3% | -$15.3K | 0.03% | 137 |
|
|
2022
Q3 | $1.31M | Sell |
4,923
-198
| -4% | -$52.5K | 0.09% | 106 |
|
|
2022
Q2 | $1.15M | Buy |
5,121
+819
| +19% | +$184K | 0.08% | 123 |
|
|
2022
Q1 | $1.55M | Buy |
4,302
+879
| +26% | +$316K | 0.11% | 105 |
|
|
2021
Q4 | $1.21M | Buy |
3,423
+126
| +4% | +$44.4K | 0.08% | 117 |
|
|
2021
Q3 | $852K | Sell |
3,297
-93
| -3% | -$24K | 0.07% | 123 |
|
|
2021
Q2 | $768K | Buy |
3,390
+567
| +20% | +$128K | 0.06% | 129 |
|
|
2021
Q1 | $629K | Sell |
2,823
-972
| -26% | -$217K | 0.06% | 127 |
|
|
2020
Q4 | $893K | Buy |
3,795
+255
| +7% | +$60K | 0.09% | 114 |
|
|
2020
Q3 | $506K | Sell |
3,540
-1,635
| -32% | -$234K | 0.06% | 84 |
|
|
2020
Q2 | $373K | Sell |
5,175
-2,100
| -29% | -$151K | 0.05% | 93 |
|
|
2020
Q1 | $254K | Buy |
+7,275
| New | +$254K | 0.04% | 106 |
|