Fiduciary Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.5M | Buy |
11,016
+838
| +8% | +$266K | 0.04% | 206 |
|
2025
Q1 | $2.64M | Sell |
10,178
-984
| -9% | -$255K | 0.03% | 238 |
|
2024
Q4 | $4.51M | Buy |
11,162
+568
| +5% | +$229K | 0.06% | 169 |
|
2024
Q3 | $2.77M | Buy |
10,594
+1,425
| +16% | +$373K | 0.04% | 225 |
|
2024
Q2 | $1.81M | Sell |
9,169
-6,703
| -42% | -$1.33M | 0.03% | 256 |
|
2024
Q1 | $2.79M | Buy |
15,872
+150
| +1% | +$26.4K | 0.04% | 212 |
|
2023
Q4 | $3.91M | Buy |
15,722
+60
| +0.4% | +$14.9K | 0.07% | 171 |
|
2023
Q3 | $3.92M | Buy |
15,662
+79
| +0.5% | +$19.8K | 0.07% | 165 |
|
2023
Q2 | $4.08M | Buy |
15,583
+10,587
| +212% | +$2.77M | 0.07% | 161 |
|
2023
Q1 | $1.04M | Sell |
4,996
-602
| -11% | -$125K | 0.02% | 324 |
|
2022
Q4 | $690K | Sell |
5,598
-1,396
| -20% | -$172K | 0.01% | 401 |
|
2022
Q3 | $1.86M | Buy |
6,994
+1,708
| +32% | +$453K | 0.04% | 243 |
|
2022
Q2 | $1.19M | Buy |
5,286
+120
| +2% | +$26.9K | 0.03% | 301 |
|
2022
Q1 | $1.86M | Buy |
5,166
+795
| +18% | +$285K | 0.03% | 270 |
|
2021
Q4 | $1.54M | Buy |
4,371
+30
| +0.7% | +$10.6K | 0.03% | 290 |
|
2021
Q3 | $1.12M | Buy |
4,341
+603
| +16% | +$156K | 0.02% | 319 |
|
2021
Q2 | $847K | Buy |
3,738
+411
| +12% | +$93.1K | 0.02% | 363 |
|
2021
Q1 | $740K | Sell |
3,327
-690
| -17% | -$153K | 0.02% | 386 |
|
2020
Q4 | $944K | Buy |
4,017
+258
| +7% | +$60.6K | 0.02% | 330 |
|
2020
Q3 | $537K | Buy |
3,759
+249
| +7% | +$35.6K | 0.01% | 386 |
|
2020
Q2 | $253K | Buy |
+3,510
| New | +$253K | 0.01% | 484 |
|
2020
Q1 | – | Sell |
-8,640
| Closed | -$241K | – | 531 |
|
2019
Q4 | $241K | Sell |
8,640
-4,560
| -35% | -$127K | 0.01% | 477 |
|
2019
Q3 | $212K | Sell |
13,200
-4,425
| -25% | -$71.1K | 0.01% | 494 |
|
2019
Q2 | $263K | Sell |
17,625
-4,125
| -19% | -$61.6K | 0.01% | 448 |
|
2019
Q1 | $406K | Sell |
21,750
-2,970
| -12% | -$55.4K | 0.01% | 372 |
|
2018
Q4 | $548K | Buy |
24,720
+4,500
| +22% | +$99.8K | 0.02% | 311 |
|
2018
Q3 | $357K | Buy |
20,220
+3,675
| +22% | +$64.9K | 0.01% | 378 |
|
2018
Q2 | $378K | Hold |
16,545
| – | – | 0.01% | 362 |
|
2018
Q1 | $294K | Hold |
16,545
| – | – | 0.01% | 388 |
|
2017
Q4 | $343K | Sell |
16,545
-795
| -5% | -$16.5K | 0.01% | 360 |
|
2017
Q3 | $394K | Buy |
17,340
+9,795
| +130% | +$223K | 0.01% | 340 |
|
2017
Q2 | $182K | Buy |
+7,545
| New | +$182K | 0.01% | 450 |
|