Fort Sheridan 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 | $663K | Sell |
2,086
-312
| -13% | -$99.1K | 0.09% | 130 |
|
2025
Q1 | $621K | Sell |
2,398
-1,594
| -40% | -$413K | 0.09% | 133 |
|
2024
Q4 | $1.61M | Buy |
3,992
+423
| +12% | +$171K | 0.24% | 75 |
|
2024
Q3 | $934K | Sell |
3,569
-450
| -11% | -$118K | 0.14% | 102 |
|
2024
Q2 | $795K | Sell |
4,019
-320
| -7% | -$63.3K | 0.13% | 109 |
|
2024
Q1 | $763K | Buy |
4,339
+182
| +4% | +$32K | 0.14% | 99 |
|
2023
Q4 | $1.03M | Buy |
4,157
+375
| +10% | +$93.2K | 0.21% | 79 |
|
2023
Q3 | $946K | Sell |
3,782
-3
| -0.1% | -$751 | 0.21% | 82 |
|
2023
Q2 | $991K | Sell |
3,785
-41
| -1% | -$10.7K | 0.23% | 77 |
|
2023
Q1 | $794K | Sell |
3,826
-1,035
| -21% | -$215K | 0.2% | 85 |
|
2022
Q4 | $599K | Buy |
4,861
+1,062
| +28% | +$131K | 0.19% | 93 |
|
2022
Q3 | $1.01M | Sell |
3,799
-80
| -2% | -$21.2K | 0.34% | 58 |
|
2022
Q2 | $871K | Buy |
3,879
+738
| +23% | +$166K | 0.28% | 62 |
|
2022
Q1 | $1.13M | Buy |
3,141
+330
| +12% | +$119K | 0.33% | 53 |
|
2021
Q4 | $990K | Sell |
2,811
-300
| -10% | -$106K | 0.29% | 61 |
|
2021
Q3 | $804K | Buy |
3,111
+1,080
| +53% | +$279K | 0.26% | 70 |
|
2021
Q2 | $460K | Sell |
2,031
-513
| -20% | -$116K | 0.15% | 103 |
|
2021
Q1 | $566K | Sell |
2,544
-1,638
| -39% | -$364K | 0.22% | 73 |
|
2020
Q4 | $984K | Buy |
4,182
+1,707
| +69% | +$402K | 0.48% | 35 |
|
2020
Q3 | $354K | Buy |
+2,475
| New | +$354K | 0.21% | 65 |
|