Aureus Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-750
| Closed | -$303K | – | 217 |
|
|
2024
Q4 | $303K | Sell |
750
-900
| -55% | -$363K | 0.02% | 160 |
|
|
2024
Q3 | $432K | Sell |
1,650
-875
| -35% | -$229K | 0.03% | 136 |
|
|
2024
Q2 | $500K | Hold |
2,525
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $444K | Buy |
2,525
+165
| +7% | +$29K | 0.03% | 131 |
|
|
2023
Q4 | $586K | Buy |
2,360
+150
| +7% | +$37.3K | 0.04% | 108 |
|
|
2023
Q3 | $553K | Hold |
2,210
| – | – | 0.04% | 113 |
|
|
2023
Q2 | $579K | Hold |
2,210
| – | – | 0.04% | 110 |
|
|
2023
Q1 | $458K | Hold |
2,210
| – | – | 0.04% | 122 |
|
|
2022
Q4 | $272K | Sell |
2,210
-5
| -0.2% | -$616 | 0.02% | 154 |
|
|
2022
Q3 | $588K | Buy |
2,215
+100
| +5% | +$26.5K | 0.05% | 111 |
|
|
2022
Q2 | $475K | Buy |
2,115
+150
| +8% | +$33.7K | 0.04% | 128 |
|
|
2022
Q1 | $706K | Buy |
1,965
+705
| +56% | +$253K | 0.05% | 125 |
|
|
2021
Q4 | $444K | Hold |
1,260
| – | – | 0.03% | 144 |
|
|
2021
Q3 | $326K | Hold |
1,260
| – | – | 0.02% | 158 |
|
|
2021
Q2 | $285K | Buy |
1,260
+150
| +14% | +$33.9K | 0.02% | 182 |
|
|
2021
Q1 | $247K | Buy |
+1,110
| New | +$247K | 0.02% | 156 |
|