Family Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,828
| Closed | -$2.44M | – | 194 |
|
|
2023
Q4 | $2.44M | Buy |
9,828
+61
| +0.6% | +$15.2K | 0.51% | 46 |
|
|
2023
Q3 | $2.44M | Buy |
9,767
+1,072
| +12% | +$268K | 0.56% | 41 |
|
|
2023
Q2 | $2.28M | Buy |
8,695
+7,259
| +506% | +$1.9M | 0.5% | 43 |
|
|
2023
Q1 | $298K | Sell |
1,436
-564
| -28% | -$117K | 0.07% | 95 |
|
|
2022
Q4 | $246K | Buy |
+2,000
| New | +$246K | 0.06% | 123 |
|
|
2021
Q3 | – | Sell |
-2,097
| Closed | -$475K | – | 198 |
|
|
2021
Q2 | $475K | Buy |
2,097
+1,161
| +124% | +$263K | 0.13% | 114 |
|
|
2021
Q1 | $208K | Buy |
+936
| New | +$208K | 0.07% | 141 |
|
|
2020
Q3 | – | Sell |
-3,195
| Closed | -$230K | – | 164 |
|
|
2020
Q2 | $230K | Buy |
+3,195
| New | +$230K | 0.09% | 123 |
|