Ellenbecker Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Buy |
2,917
+11
| +0.4% | +$4.53K | 0.15% | 42 |
|
|
2025
Q4 | $1.31M | Sell |
2,906
-225
| -7% | -$99.7K | 0.18% | 34 |
|
|
2025
Q3 | $1.39M | Sell |
3,131
-26
| -0.8% | -$9.02K | 0.21% | 34 |
|
|
2025
Q2 | $1M | Buy |
3,157
+605
| +24% | +$182K | 0.16% | 39 |
|
|
2025
Q1 | $661K | Buy |
2,552
+85
| +3% | +$28.3K | 0.12% | 55 |
|
|
2024
Q4 | $996K | Sell |
2,467
-258
| -9% | -$83K | 0.18% | 44 |
|
|
2024
Q3 | $713K | Buy |
2,725
+32
| +1% | +$7.3K | 0.13% | 50 |
|
|
2024
Q2 | $533K | Sell |
2,693
-9
| -0.3% | -$1.57K | 0.11% | 58 |
|
|
2024
Q1 | $475K | Sell |
2,702
-223
| -8% | -$43.6K | 0.1% | 59 |
|
|
2023
Q4 | $726K | Hold |
2,925
| – | – | 0.17% | 47 |
|
|
2023
Q3 | $731K | Sell |
2,925
-99
| -3% | -$25.4K | 0.19% | 47 |
|
|
2023
Q2 | $791K | Buy |
3,024
+245
| +9% | +$49K | 0.2% | 42 |
|
|
2023
Q1 | $576K | Sell |
2,779
-22
| -0.8% | -$3.84K | 0.16% | 49 |
|
|
2022
Q4 | $345K | Buy |
2,801
+120
| +4% | +$22.7K | 0.1% | 58 |
|
|
2022
Q3 | $711K | Buy |
2,681
+56
| +2% | +$15.6K | 0.23% | 33 |
|
|
2022
Q2 | $589K | Sell |
2,625
-54
| -2% | -$14.7K | 0.18% | 41 |
|
|
2022
Q1 | $962K | Sell |
2,679
-21
| -0.8% | -$6.54K | 0.27% | 29 |
|
|
2021
Q4 | $951K | Sell |
2,700
-129
| -5% | -$43.3K | 0.26% | 30 |
|
|
2021
Q3 | $731K | Sell |
2,829
-129
| -4% | -$30.4K | 0.23% | 30 |
|
|
2021
Q2 | $670K | Buy |
2,958
+276
| +10% | +$59.9K | 0.22% | 29 |
|
|
2021
Q1 | $597K | Buy |
2,682
+405
| +18% | +$102K | 0.21% | 32 |
|
|
2020
Q4 | $536K | Buy |
2,277
+129
| +6% | +$22K | 0.2% | 33 |
|
|
2020
Q3 | $307K | Buy |
+2,148
| New | +$254K | 0.13% | 43 |
|
Other funds holding TSLA
VCM
VPM
