Ellis Investment Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
1,030
+42
| +4% | +$13.3K | 0.06% | 185 |
|
|
2025
Q1 | $256K | Buy |
988
+138
| +16% | +$35.8K | 0.05% | 200 |
|
|
2024
Q4 | $343K | Hold |
850
| – | – | 0.07% | 169 |
|
|
2024
Q3 | $222K | Buy |
+850
| New | +$222K | 0.04% | 219 |
|
|
2022
Q4 | – | Sell |
-21
| Closed | -$5K | – | 704 |
|
|
2022
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 669 |
|
|
2022
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $7K | Buy |
21
+6
| +40% | +$2K | ﹤0.01% | 668 |
|
|
2021
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 700 |
|
|
2021
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 720 |
|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$24K | – | 714 |
|
|
2019
Q3 | $24K | Hold |
1,500
| – | – | 0.01% | 425 |
|
|
2019
Q2 | $22K | Buy |
+1,500
| New | +$22K | 0.01% | 429 |
|