Brown, Lisle/Cummings’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
5,505
+1,620
| +42% | +$515K | 0.47% | 53 |
|
|
2025
Q1 | $1.01M | Sell |
3,885
-180
| -4% | -$46.6K | 0.29% | 82 |
|
|
2024
Q4 | $1.64M | Sell |
4,065
-235
| -5% | -$94.9K | 0.49% | 53 |
|
|
2024
Q3 | $1.13M | Hold |
4,300
| – | – | 0.34% | 74 |
|
|
2024
Q2 | $851K | Sell |
4,300
-75
| -2% | -$14.8K | 0.28% | 83 |
|
|
2024
Q1 | $769K | Sell |
4,375
-50
| -1% | -$8.79K | 0.26% | 93 |
|
|
2023
Q4 | $1.1M | Sell |
4,425
-80
| -2% | -$19.9K | 0.41% | 60 |
|
|
2023
Q3 | $1.13M | Buy |
4,505
+290
| +7% | +$72.6K | 0.51% | 50 |
|
|
2023
Q2 | $1.1M | Buy |
4,215
+375
| +10% | +$98.2K | 0.49% | 50 |
|
|
2023
Q1 | $797K | Hold |
3,840
| – | – | 0.4% | 56 |
|
|
2022
Q4 | $473K | Buy |
3,840
+30
| +0.8% | +$3.7K | 0.25% | 100 |
|
|
2022
Q3 | $1.01M | Hold |
3,810
| – | – | 0.59% | 46 |
|
|
2022
Q2 | $855K | Hold |
3,810
| – | – | 0.47% | 54 |
|
|
2022
Q1 | $1.37M | Sell |
3,810
-90
| -2% | -$32.3K | 0.66% | 41 |
|
|
2021
Q4 | $1.37M | Buy |
+3,900
| New | +$1.37M | 0.69% | 36 |
|