Claro 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 | $3.86M | Sell |
12,158
-4,500
| -27% | -$1.43M | 0.64% | 34 |
|
|
2025
Q1 | $4.32M | Buy |
16,658
+1,264
| +8% | +$328K | 0.58% | 30 |
|
|
2024
Q4 | $6.22M | Buy |
15,394
+637
| +4% | +$257K | 0.84% | 21 |
|
|
2024
Q3 | $3.86M | Buy |
14,757
+3,574
| +32% | +$935K | 0.5% | 38 |
|
|
2024
Q2 | $2.21M | Buy |
11,183
+1,820
| +19% | +$360K | 0.35% | 55 |
|
|
2024
Q1 | $1.65M | Sell |
9,363
-622
| -6% | -$109K | 0.29% | 69 |
|
|
2023
Q4 | $2.48M | Buy |
9,985
+29
| +0.3% | +$7.21K | 0.54% | 37 |
|
|
2023
Q3 | $2.49M | Sell |
9,956
-204
| -2% | -$51K | 0.62% | 32 |
|
|
2023
Q2 | $2.66M | Buy |
10,160
+396
| +4% | +$104K | 0.66% | 30 |
|
|
2023
Q1 | $2.03M | Buy |
9,764
+162
| +2% | +$33.6K | 0.59% | 34 |
|
|
2022
Q4 | $1.18M | Buy |
9,602
+6,418
| +202% | +$791K | 0.39% | 61 |
|
|
2022
Q3 | $2.14M | Sell |
3,184
-6,368
| -67% | -$4.29M | 0.85% | 26 |
|
|
2022
Q2 | $2.14M | Sell |
9,552
-744
| -7% | -$167K | 0.85% | 26 |
|
|
2022
Q1 | $3.63M | Hold |
10,296
| – | – | 1.3% | 14 |
|
|
2021
Q4 | $3.63M | Buy |
10,296
+429
| +4% | +$151K | 1.3% | 14 |
|
|
2021
Q3 | $2.55M | Buy |
9,867
+603
| +7% | +$156K | 1.07% | 16 |
|
|
2021
Q2 | $2.1M | Buy |
9,264
+234
| +3% | +$53K | 0.94% | 19 |
|
|
2021
Q1 | $2.01M | Buy |
9,030
+714
| +9% | +$159K | 1.02% | 18 |
|
|
2020
Q4 | $1.96M | Sell |
8,316
-174
| -2% | -$40.9K | 1.04% | 16 |
|
|
2020
Q3 | $1.21M | Sell |
8,490
-1,710
| -17% | -$245K | 0.77% | 25 |
|
|
2020
Q2 | $734K | Sell |
10,200
-285
| -3% | -$20.5K | 0.51% | 53 |
|
|
2020
Q1 | $366K | Buy |
10,485
+1,335
| +15% | +$46.6K | 0.34% | 91 |
|
|
2019
Q4 | $255K | Buy |
+9,150
| New | +$255K | 0.2% | 132 |
|
|
2019
Q1 | – | Sell |
-2,505
| Closed | -$44K | – | 854 |
|
|
2018
Q4 | $44K | Buy |
+2,505
| New | +$44K | 0.04% | 356 |
|