Eagle Ridge Investment Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Sell |
2,712
-4
| -0.1% | -$1.62K | 0.1% | 67 |
|
|
2024
Q3 | $711K | Buy |
2,716
+12
| +0.4% | +$3.14K | 0.06% | 87 |
|
|
2024
Q2 | $535K | Hold |
2,704
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $475K | Hold |
2,704
| – | – | 0.04% | 103 |
|
|
2023
Q4 | $672K | Hold |
2,704
| – | – | 0.07% | 89 |
|
|
2023
Q3 | $677K | Hold |
2,704
| – | – | 0.07% | 85 |
|
|
2023
Q2 | $708K | Buy |
2,704
+4
| +0.1% | +$1.05K | 0.07% | 86 |
|
|
2023
Q1 | $560K | Sell |
2,700
-47
| -2% | -$9.75K | 0.06% | 97 |
|
|
2022
Q4 | $338K | Buy |
2,747
+47
| +2% | +$5.79K | 0.04% | 118 |
|
|
2022
Q3 | $716K | Sell |
2,700
-42
| -2% | -$11.1K | 0.09% | 83 |
|
|
2022
Q2 | $616K | Hold |
2,742
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $985K | Sell |
2,742
-15
| -0.5% | -$5.39K | 0.1% | 79 |
|
|
2021
Q4 | $971K | Sell |
2,757
-270
| -9% | -$95.1K | 0.1% | 82 |
|
|
2021
Q3 | $782K | Buy |
3,027
+27
| +0.9% | +$6.98K | 0.09% | 85 |
|
|
2021
Q2 | $680K | Hold |
3,000
| – | – | 0.08% | 86 |
|
|
2021
Q1 | $668K | Hold |
3,000
| – | – | 0.08% | 84 |
|
|
2020
Q4 | $706K | Sell |
3,000
-150
| -5% | -$35.3K | 0.09% | 84 |
|
|
2020
Q3 | $450K | Buy |
3,150
+150
| +5% | +$21.4K | 0.06% | 101 |
|
|
2020
Q2 | $216K | Buy |
+3,000
| New | +$216K | 0.03% | 120 |
|