Appleton Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+731
| New | +$232K | 0.02% | 236 |
|
|
2025
Q1 | – | Sell |
-889
| Closed | -$359K | – | 256 |
|
|
2024
Q4 | $359K | Sell |
889
-210
| -19% | -$84.8K | 0.03% | 205 |
|
|
2024
Q3 | $288K | Sell |
1,099
-672
| -38% | -$176K | 0.02% | 223 |
|
|
2024
Q2 | $350K | Sell |
1,771
-162
| -8% | -$32K | 0.03% | 201 |
|
|
2024
Q1 | $340K | Sell |
1,933
-2,137
| -53% | -$376K | 0.03% | 216 |
|
|
2023
Q4 | $1.01M | Buy |
4,070
+810
| +25% | +$201K | 0.08% | 136 |
|
|
2023
Q3 | $816K | Sell |
3,260
-19
| -0.6% | -$4.76K | 0.07% | 148 |
|
|
2023
Q2 | $858K | Hold |
3,279
| – | – | 0.07% | 149 |
|
|
2023
Q1 | $680K | Hold |
3,279
| – | – | 0.06% | 180 |
|
|
2022
Q4 | $404K | Sell |
3,279
-300
| -8% | -$37K | 0.04% | 225 |
|
|
2022
Q3 | $949K | Buy |
3,579
+6
| +0.2% | +$1.59K | 0.09% | 150 |
|
|
2022
Q2 | $802K | Buy |
3,573
+135
| +4% | +$30.3K | 0.08% | 163 |
|
|
2022
Q1 | $1.24M | Sell |
3,438
-1,125
| -25% | -$404K | 0.1% | 147 |
|
|
2021
Q4 | $1.61M | Buy |
4,563
+3,744
| +457% | +$1.32M | 0.12% | 137 |
|
|
2021
Q3 | $212K | Buy |
+819
| New | +$212K | 0.02% | 283 |
|
|
2019
Q2 | – | Sell |
-12,765
| Closed | -$238K | – | 284 |
|
|
2019
Q1 | $238K | Hold |
12,765
| – | – | 0.03% | 245 |
|
|
2018
Q4 | $283K | Sell |
12,765
-1,500
| -11% | -$33.3K | 0.04% | 222 |
|
|
2018
Q3 | $252K | Buy |
14,265
+300
| +2% | +$5.3K | 0.03% | 234 |
|
|
2018
Q2 | $319K | Hold |
13,965
| – | – | 0.05% | 216 |
|
|
2018
Q1 | $248K | Buy |
13,965
+750
| +6% | +$13.3K | 0.04% | 232 |
|
|
2017
Q4 | $274K | Buy |
+13,215
| New | +$274K | 0.04% | 229 |
|