Beese Fulmer Investment Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
2,182
+288
| +15% | +$91.5K | 0.05% | 158 |
|
|
2025
Q1 | $491K | Buy |
1,894
+154
| +9% | +$39.9K | 0.04% | 156 |
|
|
2024
Q4 | $703K | Buy |
1,740
+73
| +4% | +$29.5K | 0.06% | 135 |
|
|
2024
Q3 | $436K | Sell |
1,667
-344
| -17% | -$90K | 0.04% | 168 |
|
|
2024
Q2 | $398K | Sell |
2,011
-279
| -12% | -$55.2K | 0.04% | 165 |
|
|
2024
Q1 | $403K | Buy |
2,290
+533
| +30% | +$93.7K | 0.04% | 165 |
|
|
2023
Q4 | $437K | Buy |
1,757
+600
| +52% | +$149K | 0.05% | 154 |
|
|
2023
Q3 | $290K | Buy |
1,157
+15
| +1% | +$3.75K | 0.03% | 179 |
|
|
2023
Q2 | $299K | Hold |
1,142
| – | – | 0.03% | 180 |
|
|
2023
Q1 | $237K | Buy |
+1,142
| New | +$237K | 0.03% | 195 |
|
|
2022
Q4 | – | Sell |
-878
| Closed | -$233K | – | 223 |
|
|
2022
Q3 | $233K | Buy |
+878
| New | +$233K | 0.03% | 187 |
|
|
2022
Q2 | – | Sell |
-852
| Closed | -$306K | – | 234 |
|
|
2022
Q1 | $306K | Buy |
852
+18
| +2% | +$6.47K | 0.03% | 183 |
|
|
2021
Q4 | $294K | Hold |
834
| – | – | 0.03% | 191 |
|
|
2021
Q3 | $216K | Sell |
834
-75
| -8% | -$19.4K | 0.02% | 221 |
|
|
2021
Q2 | $206K | Buy |
+909
| New | +$206K | 0.02% | 218 |
|
|
2020
Q3 | – | Sell |
-585
| Closed | -$42K | – | 520 |
|
|
2020
Q2 | $42K | Buy |
+585
| New | +$42K | 0.01% | 340 |
|