Donaldson Capital 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 | $829K | Buy |
2,610
+349
| +15% | +$111K | 0.03% | 146 |
|
|
2025
Q1 | $586K | Sell |
2,261
-7,825
| -78% | -$2.03M | 0.02% | 163 |
|
|
2024
Q4 | $4.07M | Buy |
10,086
+9,194
| +1,031% | +$3.71M | 0.16% | 70 |
|
|
2024
Q3 | $233K | Buy |
+892
| New | +$233K | 0.01% | 204 |
|
|
2024
Q1 | – | Sell |
-898
| Closed | -$223K | – | 212 |
|
|
2023
Q4 | $223K | Sell |
898
-1,883
| -68% | -$468K | 0.01% | 206 |
|
|
2023
Q3 | $696K | Buy |
2,781
+100
| +4% | +$25K | 0.03% | 142 |
|
|
2023
Q2 | $702K | Sell |
2,681
-25
| -0.9% | -$6.54K | 0.03% | 140 |
|
|
2023
Q1 | $561K | Sell |
2,706
-4,871
| -64% | -$1.01M | 0.03% | 151 |
|
|
2022
Q4 | $933K | Buy |
7,577
+1,206
| +19% | +$149K | 0.05% | 116 |
|
|
2022
Q3 | $1.69M | Sell |
6,371
-301
| -5% | -$79.8K | 0.09% | 85 |
|
|
2022
Q2 | $1.5M | Sell |
6,672
-168
| -2% | -$37.7K | 0.08% | 89 |
|
|
2022
Q1 | $2.46M | Buy |
6,840
+1,647
| +32% | +$592K | 0.11% | 77 |
|
|
2021
Q4 | $1.83M | Buy |
5,193
+2,235
| +76% | +$787K | 0.08% | 94 |
|
|
2021
Q3 | $765K | Buy |
2,958
+285
| +11% | +$73.7K | 0.04% | 132 |
|
|
2021
Q2 | $605K | Sell |
2,673
-12
| -0.4% | -$2.72K | 0.03% | 154 |
|
|
2021
Q1 | $598K | Sell |
2,685
-135
| -5% | -$30.1K | 0.03% | 152 |
|
|
2020
Q4 | $663K | Buy |
2,820
+510
| +22% | +$120K | 0.04% | 129 |
|
|
2020
Q3 | $330K | Buy |
+2,310
| New | +$330K | 0.02% | 186 |
|