Cary Street Partners 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 | $1.06M | Buy |
3,350
+505
| +18% | +$160K | 0.52% | 43 |
|
|
2025
Q1 | $737K | Buy |
2,845
+357
| +14% | +$92.5K | 0.43% | 50 |
|
|
2024
Q4 | $1M | Sell |
2,488
-6,371
| -72% | -$2.57M | 0.66% | 32 |
|
|
2024
Q3 | $2.32M | Sell |
8,859
-4,892
| -36% | -$1.28M | 0.09% | 246 |
|
|
2024
Q2 | $2.72M | Buy |
13,751
+730
| +6% | +$144K | 0.11% | 201 |
|
|
2024
Q1 | $2.29M | Buy |
13,021
+1,466
| +13% | +$258K | 0.1% | 224 |
|
|
2023
Q4 | $2.87M | Buy |
11,555
+3,786
| +49% | +$941K | 0.14% | 178 |
|
|
2023
Q3 | $1.94M | Buy |
7,769
+1,568
| +25% | +$392K | 0.1% | 216 |
|
|
2023
Q2 | $1.62M | Buy |
6,201
+4,349
| +235% | +$1.14M | 0.1% | 201 |
|
|
2023
Q1 | $384K | Sell |
1,852
-75
| -4% | -$15.6K | 0.03% | 376 |
|
|
2022
Q4 | $237K | Sell |
1,927
-602
| -24% | -$74.2K | 0.02% | 439 |
|
|
2022
Q3 | $671K | Buy |
2,529
+825
| +48% | +$219K | 0.06% | 276 |
|
|
2022
Q2 | $383K | Buy |
+1,704
| New | +$383K | 0.03% | 326 |
|
|
2021
Q1 | – | Sell |
-1,935
| Closed | -$455K | – | 411 |
|
|
2020
Q4 | $455K | Buy |
1,935
+369
| +24% | +$86.8K | 0.09% | 197 |
|
|
2020
Q3 | $224K | Buy |
+1,566
| New | +$224K | 0.05% | 244 |
|