Davidson 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 | $280K | Sell |
880
-208
| -19% | -$66.1K | 0.01% | 111 |
|
|
2025
Q1 | $282K | Sell |
1,088
-590
| -35% | -$153K | 0.01% | 107 |
|
|
2024
Q4 | $678K | Buy |
1,678
+208
| +14% | +$84K | 0.03% | 92 |
|
|
2024
Q3 | $385K | Buy |
+1,470
| New | +$385K | 0.02% | 97 |
|
|
2021
Q1 | – | Sell |
-960
| Closed | -$226K | – | 103 |
|
|
2020
Q4 | $226K | Buy |
+960
| New | +$226K | 0.02% | 95 |
|
|
2017
Q3 | – | Sell |
-2,250
| Closed | -$54K | – | 179 |
|
|
2017
Q2 | $54K | Buy |
+2,250
| New | +$54K | 0.01% | 132 |
|