Cape Investment Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
1,016
+15
| +1% | +$4.76K | 0.12% | 135 |
|
|
2025
Q1 | $259K | Sell |
1,001
-331
| -25% | -$85.8K | 0.1% | 152 |
|
|
2024
Q4 | $538K | Buy |
1,332
+17
| +1% | +$6.86K | 0.21% | 85 |
|
|
2024
Q3 | $344K | Sell |
1,315
-33
| -2% | -$8.63K | 0.14% | 117 |
|
|
2024
Q2 | $267K | Sell |
1,348
-324
| -19% | -$64.1K | 0.12% | 124 |
|
|
2024
Q1 | $294K | Buy |
1,672
+31
| +2% | +$5.45K | 0.14% | 112 |
|
|
2023
Q4 | $408K | Sell |
1,641
-75
| -4% | -$18.6K | 0.2% | 82 |
|
|
2023
Q3 | $429K | Buy |
1,716
+65
| +4% | +$16.3K | 0.24% | 75 |
|
|
2023
Q2 | $432K | Buy |
1,651
+51
| +3% | +$13.3K | 0.24% | 72 |
|
|
2023
Q1 | $332K | Buy |
+1,600
| New | +$332K | 0.2% | 83 |
|