D.B. Root & Company’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
3,937
-430
| -10% | -$137K | 0.37% | 48 |
|
|
2025
Q1 | $1.13M | Buy |
4,367
+232
| +6% | +$60.1K | 0.37% | 48 |
|
|
2024
Q4 | $1.67M | Buy |
4,135
+41
| +1% | +$16.6K | 0.53% | 31 |
|
|
2024
Q3 | $1.07M | Buy |
4,094
+1,089
| +36% | +$285K | 0.35% | 54 |
|
|
2024
Q2 | $595K | Sell |
3,005
-3,521
| -54% | -$697K | 0.2% | 91 |
|
|
2024
Q1 | $1.15M | Sell |
6,526
-288
| -4% | -$50.6K | 0.39% | 65 |
|
|
2023
Q4 | $1.69M | Sell |
6,814
-24
| -0.4% | -$5.96K | 0.61% | 33 |
|
|
2023
Q3 | $1.71M | Buy |
6,838
+75
| +1% | +$18.8K | 0.67% | 29 |
|
|
2023
Q2 | $1.77M | Sell |
6,763
-1,765
| -21% | -$462K | 0.67% | 28 |
|
|
2023
Q1 | $1.77M | Buy |
8,528
+47
| +0.6% | +$9.75K | 0.7% | 25 |
|
|
2022
Q4 | $1.04M | Buy |
8,481
+1,715
| +25% | +$211K | 0.44% | 67 |
|
|
2022
Q3 | $1.79M | Buy |
6,766
+73
| +1% | +$19.4K | 0.82% | 24 |
|
|
2022
Q2 | $1.5M | Sell |
6,693
-318
| -5% | -$71.4K | 0.64% | 32 |
|
|
2022
Q1 | $2.52M | Sell |
7,011
-231
| -3% | -$83K | 0.94% | 22 |
|
|
2021
Q4 | $2.55M | Sell |
7,242
-1,965
| -21% | -$692K | 0.92% | 22 |
|
|
2021
Q3 | $2.38M | Hold |
9,207
| – | – | 0.93% | 20 |
|
|
2021
Q2 | $2.09M | Sell |
9,207
-273
| -3% | -$61.8K | 0.78% | 23 |
|
|
2021
Q1 | $2.11M | Sell |
9,480
-2,724
| -22% | -$606K | 0.83% | 23 |
|
|
2020
Q4 | $2.87M | Buy |
12,204
+3,594
| +42% | +$845K | 1.15% | 17 |
|
|
2020
Q3 | $1.23M | Buy |
+8,610
| New | +$1.23M | 0.49% | 43 |
|
|
2020
Q1 | – | Sell |
-10,620
| Closed | -$296K | – | 201 |
|
|
2019
Q4 | $296K | Buy |
+10,620
| New | +$296K | 0.13% | 168 |
|