Capital Performance Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
6,150
-102
| -2% | -$32.4K | 0.38% | 41 |
|
|
2025
Q1 | $1.62M | Buy |
6,252
+4,122
| +194% | +$1.07M | 0.36% | 42 |
|
|
2024
Q4 | $860K | Buy |
2,130
+925
| +77% | +$374K | 0.28% | 38 |
|
|
2024
Q3 | $315K | Buy |
+1,205
| New | +$315K | 0.1% | 74 |
|
|
2024
Q2 | – | Sell |
-1,614
| Closed | -$284K | – | 97 |
|
|
2024
Q1 | $284K | Sell |
1,614
-1,235
| -43% | -$217K | 0.11% | 64 |
|
|
2023
Q4 | $708K | Buy |
2,849
+1,942
| +214% | +$483K | 0.31% | 33 |
|
|
2023
Q3 | $227K | Sell |
907
-336
| -27% | -$84.1K | 0.12% | 49 |
|
|
2023
Q2 | $325K | Buy |
+1,243
| New | +$325K | 0.16% | 40 |
|
|
2022
Q4 | – | Sell |
-919
| Closed | -$244K | – | 53 |
|
|
2022
Q3 | $244K | Sell |
919
-242
| -21% | -$64.3K | 0.16% | 35 |
|
|
2022
Q2 | $261K | Buy |
1,161
+150
| +15% | +$33.7K | 0.16% | 35 |
|
|
2022
Q1 | $363K | Buy |
1,011
+81
| +9% | +$29.1K | 0.21% | 26 |
|
|
2021
Q4 | $257K | Buy |
+930
| New | +$257K | 0.16% | 40 |
|