Choate Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.68M | Sell |
12,591
-831
| -6% | -$342K | 0.09% | 94 |
|
|
2025
Q4 | $6.04M | Sell |
13,422
-964
| -7% | -$427K | 0.12% | 75 |
|
|
2025
Q3 | $6.4M | Buy |
14,386
+497
| +4% | +$172K | 0.13% | 74 |
|
|
2025
Q2 | $4.41M | Sell |
13,889
-742
| -5% | -$224K | 0.1% | 85 |
|
|
2025
Q1 | $3.79M | Buy |
14,631
+2,268
| +18% | +$756K | 0.09% | 94 |
|
|
2024
Q4 | $4.99M | Buy |
12,363
+1,862
| +18% | +$599K | 0.12% | 84 |
|
|
2024
Q3 | $2.75M | Buy |
10,501
+438
| +4% | +$99.9K | 0.07% | 113 |
|
|
2024
Q2 | $1.99M | Sell |
10,063
-3,782
| -27% | -$661K | 0.05% | 135 |
|
|
2024
Q1 | $2.43M | Sell |
13,845
-7,987
| -37% | -$1.56M | 0.07% | 127 |
|
|
2023
Q4 | $5.42M | Sell |
21,832
-569
| -3% | -$135K | 0.17% | 71 |
|
|
2023
Q3 | $5.61M | Buy |
22,401
+10,483
| +88% | +$2.69M | 0.22% | 48 |
|
|
2023
Q2 | $3.12M | Buy |
11,918
+2,075
| +21% | +$415K | 0.13% | 67 |
|
|
2023
Q1 | $2.04M | Hold |
9,843
| – | – | 0.1% | 86 |
|
|
2022
Q4 | $1.21M | Sell |
9,843
-183
| -2% | -$34.6K | 0.07% | 109 |
|
|
2022
Q3 | $2.66M | Buy |
10,026
+33
| +0.3% | +$9.22K | 0.18% | 59 |
|
|
2022
Q2 | $2.24M | Buy |
9,993
+3,978
| +66% | +$1.09M | 0.14% | 69 |
|
|
2022
Q1 | $2.16M | Hold |
6,015
| – | – | 0.11% | 83 |
|
|
2021
Q4 | $2.12M | Sell |
6,015
-228
| -4% | -$76.5K | 0.12% | 78 |
|
|
2021
Q3 | $1.61M | Buy |
6,243
+30
| +0.5% | +$7.06K | 0.1% | 83 |
|
|
2021
Q2 | $1.41M | Buy |
6,213
+297
| +5% | +$64.5K | 0.09% | 97 |
|
|
2021
Q1 | $1.32M | Buy |
5,916
+201
| +4% | +$50.5K | 0.08% | 96 |
|
|
2020
Q4 | $1.34M | Buy |
5,715
+240
| +4% | +$41K | 0.08% | 84 |
|
|
2020
Q3 | $783K | Hold |
5,475
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $394K | Buy |
+5,475
| New | +$296K | 0.03% | 177 |
|
Other funds holding TSLA
VCM
VPM
