Evergreen Capital 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 | $10.8M | Buy |
34,111
+2,712
| +9% | +$862K | 0.33% | 83 |
|
2025
Q1 | $8.14M | Sell |
31,399
-4,147
| -12% | -$1.07M | 0.27% | 105 |
|
2024
Q4 | $14.4M | Buy |
35,546
+8,377
| +31% | +$3.38M | 0.47% | 50 |
|
2024
Q3 | $7.11M | Buy |
27,169
+1,452
| +6% | +$380K | 0.24% | 120 |
|
2024
Q2 | $5.09M | Sell |
25,717
-436
| -2% | -$86.3K | 0.18% | 139 |
|
2024
Q1 | $4.6M | Buy |
26,153
+1,954
| +8% | +$343K | 0.17% | 144 |
|
2023
Q4 | $6.01M | Sell |
24,199
-8,933
| -27% | -$2.22M | 0.25% | 123 |
|
2023
Q3 | $8.29M | Buy |
33,132
+7,217
| +28% | +$1.81M | 0.36% | 81 |
|
2023
Q2 | $6.78M | Buy |
25,915
+1,248
| +5% | +$327K | 0.28% | 107 |
|
2023
Q1 | $5.12M | Buy |
24,667
+4,902
| +25% | +$1.02M | 0.23% | 126 |
|
2022
Q4 | $2.43M | Sell |
19,765
-1,628
| -8% | -$201K | 0.11% | 198 |
|
2022
Q3 | $5.67M | Buy |
21,393
+5,304
| +33% | +$1.41M | 0.3% | 99 |
|
2022
Q2 | $3.61M | Sell |
16,089
-1,254
| -7% | -$282K | 0.19% | 142 |
|
2022
Q1 | $6.23M | Buy |
17,343
+3,969
| +30% | +$1.43M | 0.25% | 113 |
|
2021
Q4 | $4.71M | Buy |
13,374
+1,059
| +9% | +$373K | 0.19% | 141 |
|
2021
Q3 | $3.18M | Buy |
12,315
+696
| +6% | +$180K | 0.14% | 164 |
|
2021
Q2 | $2.63M | Buy |
11,619
+462
| +4% | +$105K | 0.13% | 175 |
|
2021
Q1 | $2.48M | Buy |
11,157
+1,953
| +21% | +$435K | 0.13% | 170 |
|
2020
Q4 | $2.17M | Buy |
9,204
+69
| +0.8% | +$16.2K | 0.13% | 163 |
|
2020
Q3 | $1.31M | Sell |
9,135
-2,280
| -20% | -$326K | 0.09% | 180 |
|
2020
Q2 | $822K | Buy |
11,415
+495
| +5% | +$35.6K | 0.06% | 205 |
|
2020
Q1 | $381K | Buy |
10,920
+390
| +4% | +$13.6K | 0.04% | 252 |
|
2019
Q4 | $294K | Buy |
+10,530
| New | +$294K | 0.02% | 357 |
|
2019
Q3 | – | Sell |
-14,520
| Closed | -$216K | – | 468 |
|
2019
Q2 | $216K | Sell |
14,520
-1,125
| -7% | -$16.7K | 0.02% | 376 |
|
2019
Q1 | $292K | Hold |
15,645
| – | – | 0.03% | 291 |
|
2018
Q4 | $347K | Buy |
+15,645
| New | +$347K | 0.04% | 244 |
|
2018
Q3 | – | Sell |
-10,425
| Closed | -$238K | – | 406 |
|
2018
Q2 | $238K | Sell |
10,425
-5,865
| -36% | -$134K | 0.02% | 314 |
|
2018
Q1 | $289K | Buy |
16,290
+3,825
| +31% | +$67.9K | 0.03% | 278 |
|
2017
Q4 | $258K | Buy |
+12,465
| New | +$258K | 0.03% | 205 |
|