Charter Oak Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
2,144
+1,200
| +127% | +$381K | 0.06% | 97 |
|
|
2025
Q1 | $245K | Buy |
944
+33
| +4% | +$8.55K | 0.02% | 174 |
|
|
2024
Q4 | $368K | Buy |
+911
| New | +$368K | 0.03% | 126 |
|
|
2024
Q1 | – | Sell |
-1,273
| Closed | -$316K | – | 187 |
|
|
2023
Q4 | $316K | Buy |
1,273
+2
| +0.2% | +$497 | 0.04% | 136 |
|
|
2023
Q3 | $318K | Buy |
1,271
+104
| +9% | +$26K | 0.04% | 135 |
|
|
2023
Q2 | $306K | Sell |
1,167
-30
| -3% | -$7.86K | 0.04% | 147 |
|
|
2023
Q1 | $248K | Buy |
+1,197
| New | +$248K | 0.03% | 156 |
|
|
2022
Q3 | – | Sell |
-723
| Closed | -$162K | – | 824 |
|
|
2022
Q2 | $162K | Buy |
723
+495
| +217% | +$111K | 0.02% | 193 |
|
|
2022
Q1 | $82K | Buy |
228
+75
| +49% | +$27K | 0.01% | 289 |
|
|
2021
Q4 | $54K | Buy |
153
+108
| +240% | +$38.1K | 0.01% | 342 |
|
|
2021
Q3 | $12K | Hold |
45
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $10K | Sell |
45
-60
| -57% | -$13.3K | ﹤0.01% | 571 |
|
|
2021
Q1 | $23K | Sell |
105
-60
| -36% | -$13.1K | ﹤0.01% | 419 |
|
|
2020
Q4 | $39K | Buy |
+165
| New | +$39K | 0.01% | 324 |
|