Cherry Creek Investment 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 | $231K | Buy |
+727
| New | +$231K | 0.11% | 100 |
|
|
2025
Q1 | – | Sell |
-762
| Closed | -$308K | – | 117 |
|
|
2024
Q4 | $308K | Sell |
762
-224
| -23% | -$90.5K | 0.15% | 84 |
|
|
2024
Q3 | $258K | Buy |
+986
| New | +$258K | 0.13% | 85 |
|
|
2024
Q1 | – | Sell |
-1,061
| Closed | -$264K | – | 109 |
|
|
2023
Q4 | $264K | Buy |
1,061
+260
| +32% | +$64.6K | 0.16% | 82 |
|
|
2023
Q3 | $200K | Sell |
801
-48
| -6% | -$12K | 0.14% | 86 |
|
|
2023
Q2 | $222K | Buy |
+849
| New | +$222K | 0.15% | 81 |
|