Crestwood Advisors Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
11,423
+2,310
| +25% | +$734K | 0.07% | 156 |
|
|
2025
Q1 | $2.36M | Sell |
9,113
-840
| -8% | -$218K | 0.04% | 185 |
|
|
2024
Q4 | $4.02M | Buy |
9,953
+253
| +3% | +$102K | 0.08% | 139 |
|
|
2024
Q3 | $2.54M | Buy |
9,700
+878
| +10% | +$230K | 0.05% | 168 |
|
|
2024
Q2 | $1.75M | Sell |
8,822
-303
| -3% | -$60K | 0.04% | 186 |
|
|
2024
Q1 | $1.6M | Buy |
9,125
+597
| +7% | +$105K | 0.04% | 190 |
|
|
2023
Q4 | $2.12M | Buy |
8,528
+1,361
| +19% | +$338K | 0.05% | 157 |
|
|
2023
Q3 | $1.79M | Sell |
7,167
-26
| -0.4% | -$6.51K | 0.05% | 161 |
|
|
2023
Q2 | $1.88M | Sell |
7,193
-171
| -2% | -$44.8K | 0.06% | 111 |
|
|
2023
Q1 | $1.53M | Sell |
7,364
-65
| -0.9% | -$13.5K | 0.05% | 122 |
|
|
2022
Q4 | $915K | Sell |
7,429
-3,164
| -30% | -$390K | 0.03% | 148 |
|
|
2022
Q3 | $2.81M | Sell |
10,593
-1,773
| -14% | -$470K | 0.1% | 105 |
|
|
2022
Q2 | $2.78M | Sell |
12,366
-12
| -0.1% | -$2.69K | 0.09% | 107 |
|
|
2022
Q1 | $4.45M | Buy |
12,378
+165
| +1% | +$59.3K | 0.12% | 97 |
|
|
2021
Q4 | $4.3M | Sell |
12,213
-111
| -0.9% | -$39.1K | 0.11% | 100 |
|
|
2021
Q3 | $3.19M | Buy |
12,324
+336
| +3% | +$86.9K | 0.09% | 105 |
|
|
2021
Q2 | $2.72M | Sell |
11,988
-501
| -4% | -$114K | 0.08% | 113 |
|
|
2021
Q1 | $2.78M | Buy |
12,489
+1,173
| +10% | +$261K | 0.09% | 111 |
|
|
2020
Q4 | $2.66M | Buy |
11,316
+756
| +7% | +$178K | 0.09% | 108 |
|
|
2020
Q3 | $1.51M | Sell |
10,560
-840
| -7% | -$120K | 0.06% | 115 |
|
|
2020
Q2 | $821K | Buy |
11,400
+1,905
| +20% | +$137K | 0.03% | 133 |
|
|
2020
Q1 | $332K | Sell |
9,495
-5,895
| -38% | -$206K | 0.02% | 175 |
|
|
2019
Q4 | $429K | Sell |
15,390
-2,775
| -15% | -$77.4K | 0.02% | 182 |
|
|
2019
Q3 | $292K | Buy |
18,165
+150
| +0.8% | +$2.41K | 0.01% | 204 |
|
|
2019
Q2 | $268K | Buy |
+18,015
| New | +$268K | 0.01% | 202 |
|
|
2017
Q4 | – | Sell |
-1,680
| Closed | -$38K | – | 200 |
|
|
2017
Q3 | $38K | Hold |
1,680
| – | – | ﹤0.01% | 160 |
|
|
2017
Q2 | $38K | Sell |
1,680
-3,000
| -64% | -$67.9K | ﹤0.01% | 153 |
|
|
2017
Q1 | $99K | Buy |
+4,680
| New | +$99K | 0.01% | 192 |
|