Cohen 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 | $397K | Sell |
1,249
-200
| -14% | -$63.5K | 0.21% | 67 |
|
|
2025
Q1 | $376K | Hold |
1,449
| – | – | 0.22% | 70 |
|
|
2024
Q4 | $585K | Hold |
1,449
| – | – | 0.35% | 48 |
|
|
2024
Q3 | $379K | Sell |
1,449
-45
| -3% | -$11.8K | 0.23% | 68 |
|
|
2024
Q2 | $374K | Buy |
1,494
+45
| +3% | +$11.3K | 0.3% | 65 |
|
|
2024
Q1 | $255K | Hold |
1,449
| – | – | 0.17% | 73 |
|
|
2023
Q4 | $360K | Sell |
1,449
-45
| -3% | -$11.2K | 0.27% | 67 |
|
|
2023
Q3 | $374K | Sell |
1,494
-789
| -35% | -$197K | 0.3% | 65 |
|
|
2023
Q2 | $598K | Hold |
2,283
| – | – | 0.48% | 49 |
|
|
2023
Q1 | $474K | Hold |
2,283
| – | – | 0.37% | 60 |
|
|
2022
Q4 | $281K | Hold |
2,283
| – | – | 0.23% | 73 |
|
|
2022
Q3 | $606K | Hold |
2,283
| – | – | 0.56% | 42 |
|
|
2022
Q2 | $512K | Buy |
2,283
+18
| +0.8% | +$4.04K | 0.44% | 51 |
|
|
2022
Q1 | $814K | Hold |
2,265
| – | – | 0.61% | 42 |
|
|
2021
Q4 | $798K | Buy |
2,265
+6
| +0.3% | +$2.11K | 0.57% | 42 |
|
|
2021
Q3 | $584K | Hold |
2,259
| – | – | 0.45% | 46 |
|
|
2021
Q2 | $512K | Buy |
2,259
+189
| +9% | +$42.8K | 0.4% | 51 |
|
|
2021
Q1 | $461K | Buy |
2,070
+96
| +5% | +$21.4K | 0.37% | 50 |
|
|
2020
Q4 | $464K | Buy |
+1,974
| New | +$464K | 0.42% | 48 |
|