Cerity Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Buy |
457,134
+54,122
| +13% | +$17M | 0.26% | 85 |
|
|
2025
Q1 | $102M | Buy |
403,012
+9,258
| +2% | +$2.34M | 0.21% | 101 |
|
|
2024
Q4 | $144M | Buy |
393,754
+5,619
| +1% | +$2.05M | 0.31% | 67 |
|
|
2024
Q3 | $102M | Buy |
388,135
+89,152
| +30% | +$23.3M | 0.22% | 93 |
|
|
2024
Q2 | $59.2M | Sell |
298,983
-23,292
| -7% | -$4.61M | 0.16% | 137 |
|
|
2024
Q1 | $56.6M | Buy |
322,275
+87,536
| +37% | +$15.4M | 0.15% | 142 |
|
|
2023
Q4 | $58.3M | Buy |
234,739
+81,418
| +53% | +$20.2M | 0.19% | 123 |
|
|
2023
Q3 | $38.4M | Sell |
153,321
-50,442
| -25% | -$12.6M | 0.19% | 130 |
|
|
2023
Q2 | $53.3M | Buy |
203,763
+24,953
| +14% | +$6.53M | 0.21% | 113 |
|
|
2023
Q1 | $77M | Buy |
178,810
+1,116
| +0.6% | +$480K | 0.18% | 81 |
|
|
2022
Q4 | $21.9M | Buy |
177,694
+28,724
| +19% | +$3.54M | 0.14% | 152 |
|
|
2022
Q3 | $39.5M | Buy |
148,970
+7,184
| +5% | +$1.91M | 0.48% | 43 |
|
|
2022
Q2 | $31.8M | Buy |
141,786
+6,285
| +5% | +$1.41M | 0.35% | 58 |
|
|
2022
Q1 | $32.1M | Sell |
135,501
-783
| -0.6% | -$185K | 0.5% | 42 |
|
|
2021
Q4 | $31.8M | Buy |
136,284
+77,673
| +133% | +$18.1M | 0.48% | 43 |
|
|
2021
Q3 | $15.2M | Buy |
58,611
+2,040
| +4% | +$527K | 0.33% | 64 |
|
|
2021
Q2 | $12.8M | Buy |
56,571
+27,069
| +92% | +$6.13M | 0.28% | 75 |
|
|
2021
Q1 | $6.57M | Sell |
29,502
-2,244
| -7% | -$500K | 0.16% | 130 |
|
|
2020
Q4 | $7.47M | Buy |
31,746
+5,937
| +23% | +$1.4M | 0.24% | 95 |
|
|
2020
Q3 | $3.69M | Sell |
25,809
-1,581
| -6% | -$226K | 0.15% | 118 |
|
|
2020
Q2 | $1.97M | Sell |
27,390
-1,110
| -4% | -$79.9K | 0.11% | 136 |
|
|
2020
Q1 | $996K | Sell |
28,500
-14,505
| -34% | -$507K | 0.06% | 207 |
|
|
2019
Q4 | $1.2M | Sell |
43,005
-22,560
| -34% | -$629K | 0.06% | 220 |
|
|
2019
Q3 | $1.05M | Sell |
65,565
-600
| -0.9% | -$9.64K | 0.06% | 247 |
|
|
2019
Q2 | $986K | Sell |
66,165
-13,920
| -17% | -$207K | 0.06% | 233 |
|
|
2019
Q1 | $1.49M | Buy |
80,085
+9,450
| +13% | +$176K | 0.1% | 190 |
|
|
2018
Q4 | $1.57M | Buy |
70,635
+1,410
| +2% | +$31.3K | 0.11% | 178 |
|
|
2018
Q3 | $1.22M | Sell |
69,225
-675
| -1% | -$11.9K | 0.08% | 221 |
|
|
2018
Q2 | $1.6M | Buy |
69,900
+1,275
| +2% | +$29.1K | 0.12% | 183 |
|
|
2018
Q1 | $1.22M | Sell |
68,625
-2,580
| -4% | -$45.8K | 0.09% | 206 |
|
|
2017
Q4 | $1.48M | Sell |
71,205
-780
| -1% | -$16.2K | 0.1% | 189 |
|
|
2017
Q3 | $1.64M | Buy |
+71,985
| New | +$1.64M | 0.12% | 182 |
|
|
2017
Q2 | – | Sell |
-98,280
| Closed | -$1.82M | – | 432 |
|
|
2017
Q1 | $1.82M | Buy |
+98,280
| New | +$1.82M | 0.15% | 133 |
|