Doheny Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $506K | Sell |
1,593
-300
| -16% | -$95.3K | 0.35% | 48 |
|
2025
Q1 | $491K | Sell |
1,893
-312
| -14% | -$80.9K | 0.38% | 48 |
|
2024
Q4 | $890K | Hold |
2,205
| – | – | 0.66% | 37 |
|
2024
Q3 | $577K | Hold |
2,205
| – | – | 0.39% | 53 |
|
2024
Q2 | $436K | Sell |
2,205
-510
| -19% | -$101K | 0.31% | 56 |
|
2024
Q1 | $477K | Hold |
2,715
| – | – | 0.39% | 52 |
|
2023
Q4 | $675K | Sell |
2,715
-40
| -1% | -$9.95K | 0.66% | 45 |
|
2023
Q3 | $689K | Sell |
2,755
-375
| -12% | -$93.8K | 0.67% | 43 |
|
2023
Q2 | $819K | Hold |
3,130
| – | – | 0.7% | 40 |
|
2023
Q1 | $649K | Buy |
+3,130
| New | +$649K | 0.58% | 47 |
|
2022
Q4 | – | Sell |
-3,780
| Closed | -$1M | – | 73 |
|
2022
Q3 | $1M | Buy |
+3,780
| New | +$1M | 1% | 34 |
|
2022
Q1 | $1.4M | Hold |
3,885
| – | – | 1.02% | 31 |
|
2021
Q4 | $1.37M | Hold |
3,885
| – | – | 0.96% | 32 |
|
2021
Q3 | $1M | Hold |
3,885
| – | – | 0.72% | 49 |
|
2021
Q2 | $880K | Hold |
3,885
| – | – | 0.57% | 56 |
|
2021
Q1 | $865K | Sell |
3,885
-195
| -5% | -$43.4K | 0.59% | 52 |
|
2020
Q4 | $960K | Hold |
4,080
| – | – | 0.67% | 42 |
|
2020
Q3 | $583K | Buy |
+4,080
| New | +$583K | 0.48% | 51 |
|
2017
Q4 | – | Sell |
-14,175
| Closed | -$322K | – | 111 |
|
2017
Q3 | $322K | Sell |
14,175
-7,200
| -34% | -$164K | 0.15% | 92 |
|
2017
Q2 | $515K | Hold |
21,375
| – | – | 0.24% | 73 |
|
2017
Q1 | $397K | Buy |
+21,375
| New | +$397K | 0.18% | 80 |
|