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