Essex Investment 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 | $150K | Hold |
471
| – | – | 0.03% | 208 |
|
|
2025
Q1 | $122K | Sell |
471
-199
| -30% | -$51.6K | 0.03% | 211 |
|
|
2024
Q4 | $271K | Hold |
670
| – | – | 0.05% | 174 |
|
|
2024
Q3 | $175K | Hold |
670
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $133K | Buy |
670
+665
| +13,300% | +$132K | 0.02% | 212 |
|
|
2024
Q1 | $879 | Hold |
5
| – | – | ﹤0.01% | 305 |
|
|
2023
Q4 | $1.24K | Sell |
5
-5,182
| -100% | -$1.29M | ﹤0.01% | 315 |
|
|
2023
Q3 | $1.3M | Sell |
5,187
-1,348
| -21% | -$337K | 0.21% | 155 |
|
|
2023
Q2 | $1.71M | Buy |
6,535
+3,335
| +104% | +$873K | 0.24% | 146 |
|
|
2023
Q1 | $664K | Buy |
+3,200
| New | +$664K | 0.1% | 240 |
|
|
2022
Q4 | – | Sell |
-3,618
| Closed | -$960K | – | 428 |
|
|
2022
Q3 | $960K | Buy |
3,618
+738
| +26% | +$196K | 0.15% | 198 |
|
|
2022
Q2 | $646K | Buy |
+2,880
| New | +$646K | 0.1% | 233 |
|
|
2022
Q1 | – | Sell |
-4,200
| Closed | -$1.48M | – | 419 |
|
|
2021
Q4 | $1.48M | Sell |
4,200
-3,900
| -48% | -$1.37M | 0.17% | 184 |
|
|
2021
Q3 | $2.09M | Buy |
+8,100
| New | +$2.09M | 0.26% | 124 |
|
|
2021
Q2 | – | Sell |
-4,200
| Closed | -$935K | – | 468 |
|
|
2021
Q1 | $935K | Sell |
4,200
-13,800
| -77% | -$3.07M | 0.11% | 240 |
|
|
2020
Q4 | $4.23M | Buy |
18,000
+3,000
| +20% | +$706K | 0.53% | 48 |
|
|
2020
Q3 | $2.15M | Sell |
15,000
-35,340
| -70% | -$5.05M | 0.31% | 108 |
|
|
2020
Q2 | $3.62M | Sell |
50,340
-32,670
| -39% | -$2.35M | 0.59% | 37 |
|
|
2020
Q1 | $2.9M | Sell |
83,010
-74,055
| -47% | -$2.59M | 0.59% | 39 |
|
|
2019
Q4 | $4.38M | Buy |
157,065
+8,400
| +6% | +$234K | 0.54% | 38 |
|
|
2019
Q3 | $2.39M | Buy |
+148,665
| New | +$2.39M | 0.34% | 81 |
|
|
2016
Q1 | – | Sell |
-168,000
| Closed | -$2.69M | – | 328 |
|
|
2015
Q4 | $2.69M | Sell |
168,000
-149,595
| -47% | -$2.39M | 0.42% | 57 |
|
|
2015
Q3 | $5.26M | Buy |
317,595
+116,970
| +58% | +$1.94M | 0.86% | 32 |
|
|
2015
Q2 | $3.59M | Buy |
+200,625
| New | +$3.59M | 0.54% | 46 |
|