Financial Perspectives’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
8,238
-419
| -5% | -$133K | 0.79% | 27 |
|
|
2025
Q1 | $2.24M | Buy |
8,657
+817
| +10% | +$212K | 0.77% | 30 |
|
|
2024
Q4 | $3.17M | Buy |
7,840
+77
| +1% | +$31.1K | 1.06% | 23 |
|
|
2024
Q3 | $2.03M | Buy |
7,763
+26
| +0.3% | +$6.8K | 0.7% | 29 |
|
|
2024
Q2 | $1.53M | Buy |
7,737
+117
| +2% | +$23.2K | 0.57% | 36 |
|
|
2024
Q1 | $1.34M | Buy |
7,620
+143
| +2% | +$25.1K | 0.51% | 38 |
|
|
2023
Q4 | $1.86M | Hold |
7,477
| – | – | 0.75% | 28 |
|
|
2023
Q3 | $1.87M | Hold |
7,477
| – | – | 0.86% | 25 |
|
|
2023
Q2 | $1.96M | Buy |
7,477
+120
| +2% | +$31.4K | 0.86% | 24 |
|
|
2023
Q1 | $1.53M | Buy |
7,357
+278
| +4% | +$57.7K | 0.73% | 29 |
|
|
2022
Q4 | $872K | Buy |
7,079
+3,241
| +84% | +$399K | 0.45% | 40 |
|
|
2022
Q3 | $1.02M | Buy |
3,838
+166
| +5% | +$44K | 0.57% | 31 |
|
|
2022
Q2 | $824K | Buy |
3,672
+6
| +0.2% | +$1.35K | 0.46% | 35 |
|
|
2022
Q1 | $1.32M | Buy |
3,666
+105
| +3% | +$37.7K | 0.61% | 27 |
|
|
2021
Q4 | $1.25M | Buy |
3,561
+447
| +14% | +$157K | 0.59% | 30 |
|
|
2021
Q3 | $805K | Buy |
3,114
+12
| +0.4% | +$3.1K | 0.41% | 44 |
|
|
2021
Q2 | $703K | Sell |
3,102
-1,048,887
| -100% | -$238M | 0.34% | 52 |
|
|
2021
Q1 | $525K | Buy |
1,051,989
+1,050,414
| +66,693% | +$524K | 0.03% | 279 |
|
|
2020
Q4 | $370K | Buy |
1,575
+540
| +52% | +$127K | 0.21% | 71 |
|
|
2020
Q3 | $148K | Hold |
1,035
| – | – | 0.1% | 120 |
|
|
2020
Q2 | $74.5K | Hold |
1,035
| – | – | 0.05% | 156 |
|
|
2020
Q1 | $36.2K | Buy |
+1,035
| New | +$36.2K | 0.03% | 186 |
|