Crescent Grove 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 | $2.82M | Sell |
8,874
-184
| -2% | -$58.5K | 0.27% | 66 |
|
|
2025
Q1 | $2.35M | Sell |
9,058
-155
| -2% | -$40.2K | 0.24% | 69 |
|
|
2024
Q4 | $3.72M | Buy |
9,213
+200
| +2% | +$80.8K | 0.37% | 57 |
|
|
2024
Q3 | $2.36M | Buy |
9,013
+4
| +0% | +$1.05K | 0.24% | 68 |
|
|
2024
Q2 | $1.78M | Sell |
9,009
-1,825
| -17% | -$361K | 0.2% | 78 |
|
|
2024
Q1 | $1.9M | Sell |
10,834
-114
| -1% | -$20K | 0.2% | 76 |
|
|
2023
Q4 | $2.72M | Buy |
10,948
+612
| +6% | +$152K | 0.3% | 56 |
|
|
2023
Q3 | $2.59M | Buy |
10,336
+805
| +8% | +$201K | 0.32% | 58 |
|
|
2023
Q2 | $2.49M | Sell |
9,531
-393
| -4% | -$103K | 0.27% | 64 |
|
|
2023
Q1 | $2.06M | Sell |
9,924
-70
| -0.7% | -$14.5K | 0.24% | 63 |
|
|
2022
Q4 | $1.23M | Sell |
9,994
-372
| -4% | -$45.8K | 0.13% | 100 |
|
|
2022
Q3 | $2.75M | Sell |
10,366
-188
| -2% | -$49.9K | 0.32% | 45 |
|
|
2022
Q2 | $2.37M | Buy |
10,554
+54
| +0.5% | +$12.1K | 0.25% | 53 |
|
|
2022
Q1 | $3.77M | Buy |
10,500
+1,671
| +19% | +$600K | 0.37% | 41 |
|
|
2021
Q4 | $3.11M | Buy |
8,829
+411
| +5% | +$145K | 0.29% | 50 |
|
|
2021
Q3 | $2.18M | Hold |
8,418
| – | – | 0.23% | 56 |
|
|
2021
Q2 | $1.91M | Buy |
8,418
+762
| +10% | +$173K | 0.2% | 59 |
|
|
2021
Q1 | $1.71M | Buy |
7,656
+186
| +2% | +$41.4K | 0.2% | 63 |
|
|
2020
Q4 | $1.76M | Buy |
7,470
+30
| +0.4% | +$7.06K | 0.23% | 49 |
|
|
2020
Q3 | $1.06M | Buy |
7,440
+15
| +0.2% | +$2.15K | 0.21% | 64 |
|
|
2020
Q2 | $535K | Hold |
7,425
| – | – | 0.11% | 83 |
|
|
2020
Q1 | $259K | Hold |
7,425
| – | – | 0.06% | 111 |
|
|
2019
Q4 | $207K | Buy |
+7,425
| New | +$207K | 0.04% | 148 |
|