Annis Gardner Whiting Capital 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 | $502K | Buy |
1,581
+625
| +65% | +$198K | 0.17% | 112 |
|
|
2025
Q1 | $248K | Sell |
956
-7,419
| -89% | -$1.92M | 0.1% | 167 |
|
|
2024
Q4 | $3.38M | Buy |
8,375
+127
| +2% | +$51.3K | 0.95% | 15 |
|
|
2024
Q3 | $2.16M | Sell |
8,248
-25
| -0.3% | -$6.54K | 0.61% | 21 |
|
|
2024
Q2 | $1.64M | Buy |
8,273
+2,038
| +33% | +$403K | 0.47% | 35 |
|
|
2024
Q1 | $1.1M | Buy |
6,235
+952
| +18% | +$167K | 0.39% | 40 |
|
|
2023
Q4 | $1.31M | Sell |
5,283
-254
| -5% | -$63.1K | 0.58% | 27 |
|
|
2023
Q3 | $1.39M | Buy |
+5,537
| New | +$1.39M | 0.74% | 18 |
|