Charter Oak Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $978K | Buy |
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|
2025
Q2 | $681K | Buy |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $162K | Buy |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $39K | Buy |
|