Cabot Wealth 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 | $2.65M | Buy |
8,341
+39
| +0.5% | +$12.4K | 0.32% | 73 |
|
|
2025
Q1 | $2.15M | Sell |
8,302
-138
| -2% | -$35.8K | 0.27% | 76 |
|
|
2024
Q4 | $3.41M | Buy |
8,440
+4
| +0% | +$1.62K | 0.43% | 63 |
|
|
2024
Q3 | $2.21M | Buy |
8,436
+118
| +1% | +$30.9K | 0.28% | 79 |
|
|
2024
Q2 | $1.65M | Buy |
8,318
+3
| +0% | +$594 | 0.22% | 82 |
|
|
2024
Q1 | $1.46M | Sell |
8,315
-4,574
| -35% | -$804K | 0.19% | 88 |
|
|
2023
Q4 | $3.2M | Sell |
12,889
-4,445
| -26% | -$1.1M | 0.45% | 59 |
|
|
2023
Q3 | $4.34M | Sell |
17,334
-6,398
| -27% | -$1.6M | 0.66% | 45 |
|
|
2023
Q2 | $6.21M | Sell |
23,732
-1,572
| -6% | -$411K | 0.93% | 37 |
|
|
2023
Q1 | $5.25M | Sell |
25,304
-1,016
| -4% | -$211K | 0.83% | 39 |
|
|
2022
Q4 | $3.24M | Buy |
26,320
+1,272
| +5% | +$157K | 0.55% | 49 |
|
|
2022
Q3 | $6.64M | Sell |
25,048
-377
| -1% | -$100K | 1.12% | 39 |
|
|
2022
Q2 | $5.71M | Buy |
25,425
+120
| +0.5% | +$26.9K | 0.91% | 41 |
|
|
2022
Q1 | $9.09M | Sell |
25,305
-1,143
| -4% | -$411K | 1.22% | 31 |
|
|
2021
Q4 | $9.32M | Sell |
26,448
-5,829
| -18% | -$2.05M | 1.18% | 36 |
|
|
2021
Q3 | $8.34M | Sell |
32,277
-156
| -0.5% | -$40.3K | 1.12% | 38 |
|
|
2021
Q2 | $7.35M | Sell |
32,433
-675
| -2% | -$153K | 0.98% | 40 |
|
|
2021
Q1 | $7.37M | Sell |
33,108
-522
| -2% | -$116K | 1.04% | 37 |
|
|
2020
Q4 | $7.91M | Sell |
33,630
-14,148
| -30% | -$3.33M | 1.22% | 37 |
|
|
2020
Q3 | $6.83M | Sell |
47,778
-17,247
| -27% | -$2.47M | 1.24% | 35 |
|
|
2020
Q2 | $4.68M | Sell |
65,025
-3,480
| -5% | -$250K | 0.93% | 41 |
|
|
2020
Q1 | $2.39M | Sell |
68,505
-435
| -0.6% | -$15.2K | 0.57% | 57 |
|
|
2019
Q4 | $1.92M | Sell |
68,940
-495
| -0.7% | -$13.8K | 0.37% | 66 |
|
|
2019
Q3 | $1.12M | Sell |
69,435
-375
| -0.5% | -$6.02K | 0.24% | 80 |
|
|
2019
Q2 | $1.04M | Sell |
69,810
-89,325
| -56% | -$1.33M | 0.22% | 83 |
|
|
2019
Q1 | $2.97M | Sell |
159,135
-660
| -0.4% | -$12.3K | 0.65% | 52 |
|
|
2018
Q4 | $3.55M | Sell |
159,795
-1,815
| -1% | -$40.3K | 0.87% | 42 |
|
|
2018
Q3 | $2.85M | Sell |
161,610
-1,875
| -1% | -$33.1K | 0.61% | 59 |
|
|
2018
Q2 | $3.74M | Hold |
163,485
| – | – | 0.83% | 44 |
|
|
2018
Q1 | $2.9M | Sell |
163,485
-1,620
| -1% | -$28.7K | 0.65% | 56 |
|
|
2017
Q4 | $3.43M | Sell |
165,105
-3,495
| -2% | -$72.5K | 0.74% | 51 |
|
|
2017
Q3 | $3.83M | Sell |
168,600
-3,600
| -2% | -$81.9K | 0.86% | 45 |
|
|
2017
Q2 | $4.15M | Sell |
172,200
-59,040
| -26% | -$1.42M | 0.97% | 40 |
|
|
2017
Q1 | $4.29M | Buy |
231,240
+114,615
| +98% | +$2.13M | 1.06% | 35 |
|
|
2016
Q4 | $1.66M | Sell |
116,625
-11,835
| -9% | -$169K | 0.45% | 68 |
|
|
2016
Q3 | $1.75M | Sell |
128,460
-1,020
| -0.8% | -$13.9K | 0.45% | 74 |
|
|
2016
Q2 | $1.83M | Sell |
129,480
-1,200
| -0.9% | -$17K | 0.48% | 70 |
|
|
2016
Q1 | $2M | Sell |
130,680
-142,365
| -52% | -$2.18M | 0.56% | 64 |
|
|
2015
Q4 | $4.37M | Buy |
273,045
+3,525
| +1% | +$56.4K | 1.12% | 34 |
|
|
2015
Q3 | $4.46M | Sell |
269,520
-4,635
| -2% | -$76.8K | 1.23% | 29 |
|
|
2015
Q2 | $4.9M | Sell |
274,155
-705
| -0.3% | -$12.6K | 1.19% | 33 |
|
|
2015
Q1 | $3.46M | Buy |
274,860
+15,255
| +6% | +$192K | 0.84% | 50 |
|
|
2014
Q4 | $3.85M | Sell |
259,605
-5,715
| -2% | -$84.7K | 0.95% | 49 |
|
|
2014
Q3 | $4.29M | Sell |
265,320
-4,620
| -2% | -$74.8K | 1.1% | 36 |
|
|
2014
Q2 | $4.32M | Buy |
269,940
+92,625
| +52% | +$1.48M | 1.09% | 38 |
|
|
2014
Q1 | $2.46M | Sell |
177,315
-450
| -0.3% | -$6.25K | 0.65% | 75 |
|
|
2013
Q4 | $1.78M | Sell |
177,765
-360
| -0.2% | -$3.61K | 0.47% | 89 |
|
|
2013
Q3 | $2.3M | Sell |
178,125
-2,535
| -1% | -$32.7K | 0.69% | 75 |
|
|
2013
Q2 | $1.29M | Buy |
+180,660
| New | +$1.29M | 0.44% | 83 |
|