FDx Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $800K | Buy |
2,517
+615
| +32% | +$195K | 0.24% | 71 |
|
2025
Q1 | $493K | Buy |
1,902
+229
| +14% | +$59.4K | 0.16% | 89 |
|
2024
Q4 | $676K | Buy |
1,673
+543
| +48% | +$219K | 0.2% | 81 |
|
2024
Q3 | $296K | Buy |
+1,130
| New | +$296K | 0.08% | 153 |
|
2024
Q2 | – | Sell |
-4,659
| Closed | -$819K | – | 343 |
|
2024
Q1 | $819K | Sell |
4,659
-7,990
| -63% | -$1.4M | 0.12% | 146 |
|
2023
Q4 | $3.14M | Buy |
12,649
+532
| +4% | +$132K | 0.24% | 104 |
|
2023
Q3 | $3.03M | Sell |
12,117
-12,752
| -51% | -$3.19M | 0.25% | 96 |
|
2023
Q2 | $6.51M | Buy |
24,869
+11,290
| +83% | +$2.96M | 0.36% | 71 |
|
2023
Q1 | $1.67M | Hold |
13,579
| – | – | 0.07% | 218 |
|
2022
Q4 | $1.67M | Buy |
13,579
+628
| +5% | +$77.4K | 0.07% | 218 |
|
2022
Q3 | $3.44M | Sell |
12,951
-1,395
| -10% | -$370K | 0.15% | 134 |
|
2022
Q2 | $3.22M | Buy |
14,346
+498
| +4% | +$112K | 0.12% | 153 |
|
2022
Q1 | $4.97M | Buy |
13,848
+567
| +4% | +$204K | 0.17% | 120 |
|
2021
Q4 | $4.68M | Sell |
13,281
-4,263
| -24% | -$1.5M | 0.13% | 132 |
|
2021
Q3 | $4.54M | Buy |
17,544
+5,769
| +49% | +$1.49M | 0.14% | 123 |
|
2021
Q2 | $2.67M | Sell |
11,775
-1,005
| -8% | -$228K | 0.09% | 163 |
|
2021
Q1 | $2.85M | Sell |
12,780
-4,044
| -24% | -$900K | 0.11% | 145 |
|
2020
Q4 | $3.96M | Buy |
16,824
+2,730
| +19% | +$642K | 0.16% | 112 |
|
2020
Q3 | $2.02M | Buy |
14,094
+7,089
| +101% | +$1.01M | 0.09% | 152 |
|
2020
Q2 | $504K | Buy |
+7,005
| New | +$504K | 0.03% | 335 |
|
2018
Q1 | – | Sell |
-9,765
| Closed | -$203K | – | 1263 |
|
2017
Q4 | $203K | Buy |
+9,765
| New | +$203K | 0.01% | 1188 |
|
2017
Q3 | – | Sell |
-15,825
| Closed | -$381K | – | 1302 |
|
2017
Q2 | $381K | Buy |
+15,825
| New | +$381K | 0.01% | 883 |
|
2015
Q4 | – | Sell |
-15,585
| Closed | -$258K | – | 906 |
|
2015
Q3 | $258K | Buy |
+15,585
| New | +$258K | 0.02% | 664 |
|