Clifford Swan Investment Counsel’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
10,573
+4,172
| +65% | +$1.33M | 0.12% | 127 |
|
|
2025
Q1 | $1.66M | Buy |
6,401
+2,319
| +57% | +$601K | 0.06% | 154 |
|
|
2024
Q4 | $1.65M | Sell |
4,082
-51
| -1% | -$20.6K | 0.06% | 152 |
|
|
2024
Q3 | $1.08M | Sell |
4,133
-92
| -2% | -$24.1K | 0.04% | 175 |
|
|
2024
Q2 | $836K | Hold |
4,225
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $743K | Sell |
4,225
-250
| -6% | -$44K | 0.03% | 187 |
|
|
2023
Q4 | $1.11M | Sell |
4,475
-33
| -0.7% | -$8.2K | 0.04% | 167 |
|
|
2023
Q3 | $1.13M | Buy |
4,508
+67
| +2% | +$16.8K | 0.05% | 161 |
|
|
2023
Q2 | $1.16M | Hold |
4,441
| – | – | 0.05% | 164 |
|
|
2023
Q1 | $921K | Buy |
4,441
+107
| +2% | +$22.2K | 0.04% | 176 |
|
|
2022
Q4 | $534K | Buy |
4,334
+8
| +0.2% | +$985 | 0.02% | 207 |
|
|
2022
Q3 | $1.15M | Buy |
4,326
+30
| +0.7% | +$7.95K | 0.05% | 161 |
|
|
2022
Q2 | $964K | Buy |
4,296
+588
| +16% | +$132K | 0.04% | 172 |
|
|
2022
Q1 | $1.33M | Sell |
3,708
-60
| -2% | -$21.6K | 0.05% | 162 |
|
|
2021
Q4 | $1.33M | Buy |
3,768
+75
| +2% | +$26.4K | 0.05% | 165 |
|
|
2021
Q3 | $1.49M | Buy |
3,693
+66
| +2% | +$26.6K | 0.05% | 159 |
|
|
2021
Q2 | $860K | Sell |
3,627
-42
| -1% | -$9.96K | 0.03% | 191 |
|
|
2021
Q1 | $817K | Buy |
3,669
+153
| +4% | +$34.1K | 0.03% | 191 |
|
|
2020
Q4 | $827K | Sell |
3,516
-153
| -4% | -$36K | 0.04% | 191 |
|
|
2020
Q3 | $525K | Buy |
3,669
+219
| +6% | +$31.3K | 0.03% | 213 |
|
|
2020
Q2 | $248K | Buy |
+3,450
| New | +$248K | 0.01% | 269 |
|