Atwood & Palmer’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Hold |
1,695
| – | – | 0.03% | 114 |
|
|
2025
Q1 | $439K | Sell |
1,695
-15
| -0.9% | -$3.89K | 0.03% | 116 |
|
|
2024
Q4 | $691K | Hold |
1,710
| – | – | 0.05% | 99 |
|
|
2024
Q3 | $447K | Hold |
1,710
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $338K | Hold |
1,710
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $301K | Hold |
1,710
| – | – | 0.02% | 127 |
|
|
2023
Q4 | $425K | Sell |
1,710
-18
| -1% | -$4.47K | 0.03% | 113 |
|
|
2023
Q3 | $432K | Hold |
1,728
| – | – | 0.04% | 106 |
|
|
2023
Q2 | $452K | Buy |
1,728
+18
| +1% | +$4.71K | 0.04% | 108 |
|
|
2023
Q1 | $355K | Buy |
1,710
+15
| +0.9% | +$3.11K | 0.03% | 109 |
|
|
2022
Q4 | $209K | Hold |
1,695
| – | – | 0.02% | 146 |
|
|
2022
Q3 | $450K | Sell |
1,695
-84
| -5% | -$22.3K | 0.04% | 109 |
|
|
2022
Q2 | $399K | Buy |
1,779
+189
| +12% | +$42.4K | 0.04% | 110 |
|
|
2022
Q1 | $571K | Sell |
1,590
-1,125
| -41% | -$404K | 0.05% | 103 |
|
|
2021
Q4 | $956K | Buy |
2,715
+30
| +1% | +$10.6K | 0.08% | 84 |
|
|
2021
Q3 | $694K | Hold |
2,685
| – | – | 0.06% | 90 |
|
|
2021
Q2 | $608K | Hold |
2,685
| – | – | 0.05% | 99 |
|
|
2021
Q1 | $598K | Hold |
2,685
| – | – | 0.06% | 97 |
|
|
2020
Q4 | $632K | Buy |
2,685
+60
| +2% | +$14.1K | 0.07% | 90 |
|
|
2020
Q3 | $375K | Hold |
2,625
| – | – | 0.05% | 99 |
|
|
2020
Q2 | $189K | Buy |
2,625
+1,575
| +150% | +$113K | 0.03% | 128 |
|
|
2020
Q1 | $37K | Hold |
1,050
| – | – | 0.01% | 200 |
|
|
2019
Q4 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 206 |
|
|
2019
Q3 | $17K | Sell |
1,050
-75
| -7% | -$1.21K | ﹤0.01% | 239 |
|
|
2019
Q2 | $17K | Buy |
1,125
+75
| +7% | +$1.13K | ﹤0.01% | 232 |
|
|
2019
Q1 | $20K | Hold |
1,050
| – | – | ﹤0.01% | 223 |
|
|
2018
Q4 | $23K | Hold |
1,050
| – | – | ﹤0.01% | 207 |
|
|
2018
Q3 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 238 |
|
|
2018
Q2 | $24K | Hold |
1,050
| – | – | ﹤0.01% | 221 |
|
|
2018
Q1 | $19K | Hold |
1,050
| – | – | ﹤0.01% | 229 |
|
|
2017
Q4 | $22K | Hold |
1,050
| – | – | ﹤0.01% | 219 |
|
|
2017
Q3 | $24K | Buy |
1,050
+450
| +75% | +$10.3K | ﹤0.01% | 215 |
|
|
2017
Q2 | $14K | Hold |
600
| – | – | ﹤0.01% | 248 |
|
|
2017
Q1 | $11K | Hold |
600
| – | – | ﹤0.01% | 247 |
|
|
2016
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 273 |
|
|
2016
Q3 | $8K | Hold |
600
| – | – | ﹤0.01% | 272 |
|
|
2016
Q2 | $8K | Hold |
600
| – | – | ﹤0.01% | 264 |
|
|
2016
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 260 |
|
|
2015
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 321 |
|
|
2015
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 333 |
|
|
2015
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 284 |
|
|
2015
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 283 |
|
|
2014
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 309 |
|
|
2014
Q3 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 306 |
|