DBIA
Dumont & Blake Investment Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+666
| New | +$212K | 0.06% | 190 |
|
|
2025
Q1 | – | Sell |
-526
| Closed | -$212K | – | 210 |
|
|
2024
Q4 | $212K | Sell |
526
-2,997
| -85% | -$1.21M | 0.06% | 183 |
|
|
2024
Q3 | $922K | Sell |
3,523
-3,493
| -50% | -$914K | 0.25% | 99 |
|
|
2024
Q2 | $1.39M | Buy |
7,016
+3,508
| +100% | +$694K | 0.2% | 117 |
|
|
2024
Q1 | $617K | Sell |
3,508
-14
| -0.4% | -$2.46K | 0.18% | 126 |
|
|
2023
Q4 | $875K | Hold |
3,522
| – | – | 0.27% | 93 |
|
|
2023
Q3 | $881K | Hold |
3,522
| – | – | 0.3% | 85 |
|
|
2023
Q2 | $922K | Sell |
3,522
-54
| -2% | -$14.1K | 0.3% | 87 |
|
|
2023
Q1 | $742K | Hold |
3,576
| – | – | 0.25% | 102 |
|
|
2022
Q4 | $440K | Sell |
3,576
-2,369
| -40% | -$291K | 0.16% | 135 |
|
|
2022
Q3 | $1.58M | Buy |
5,945
+3,967
| +201% | +$1.05M | 0.59% | 47 |
|
|
2022
Q2 | $1.33M | Sell |
1,978
-682
| -26% | -$459K | 0.44% | 66 |
|
|
2022
Q1 | $2.87M | Sell |
2,660
-475
| -15% | -$512K | 0.78% | 28 |
|
|
2021
Q4 | $3.31M | Sell |
3,135
-300
| -9% | -$317K | 0.86% | 23 |
|
|
2021
Q3 | $2.66M | Hold |
3,435
| – | – | 0.76% | 32 |
|
|
2021
Q2 | $2.34M | Buy |
3,435
+100
| +3% | +$68K | 0.66% | 39 |
|
|
2021
Q1 | $2.23M | Buy |
3,335
+1,670
| +100% | +$1.12M | 0.68% | 37 |
|
|
2020
Q4 | $1.18M | Buy |
1,665
+1,000
| +150% | +$706K | 0.4% | 77 |
|
|
2020
Q3 | $285K | Buy |
+665
| New | +$285K | 0.11% | 148 |
|
|
2020
Q2 | – | Sell |
-577
| Closed | -$302K | – | 169 |
|
|
2020
Q1 | $302K | Buy |
+577
| New | +$302K | 0.15% | 129 |
|
|
2019
Q4 | – | Sell |
-1,435
| Closed | -$346K | – | 173 |
|
|
2019
Q3 | $346K | Sell |
1,435
-500
| -26% | -$121K | 0.15% | 136 |
|
|
2019
Q2 | $432K | Buy |
+1,935
| New | +$432K | 0.18% | 128 |
|
|
2019
Q1 | – | Sell |
-1,535
| Closed | -$511K | – | 173 |
|
|
2018
Q4 | $511K | Sell |
1,535
-16
| -1% | -$5.33K | 0.24% | 111 |
|
|
2018
Q3 | $411K | Buy |
+1,551
| New | +$411K | 0.16% | 136 |
|
|
2018
Q2 | – | Sell |
-1,452
| Closed | -$386K | – | 170 |
|
|
2018
Q1 | $386K | Buy |
+1,452
| New | +$386K | 0.16% | 134 |
|