Fortis Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
25,897
+492
| +2% | +$156K | 1.28% | 17 |
|
|
2025
Q1 | $6.58M | Buy |
25,405
+1,211
| +5% | +$314K | 1.28% | 17 |
|
|
2024
Q4 | $9.77M | Buy |
24,194
+3,187
| +15% | +$1.29M | 1.81% | 11 |
|
|
2024
Q3 | $5.5M | Buy |
21,007
+13,563
| +182% | +$3.55M | 1.11% | 19 |
|
|
2024
Q2 | $1.47M | Buy |
7,444
+538
| +8% | +$106K | 0.31% | 61 |
|
|
2024
Q1 | $1.21M | Buy |
6,906
+809
| +13% | +$142K | 0.32% | 64 |
|
|
2023
Q4 | $1.52M | Buy |
6,097
+695
| +13% | +$173K | 0.39% | 65 |
|
|
2023
Q3 | $1.35M | Buy |
5,402
+479
| +10% | +$120K | 0.42% | 53 |
|
|
2023
Q2 | $1.29M | Buy |
4,923
+32
| +0.7% | +$8.38K | 0.46% | 35 |
|
|
2023
Q1 | $1.01M | Sell |
4,891
-51
| -1% | -$10.6K | 0.41% | 46 |
|
|
2022
Q4 | $609K | Buy |
4,942
+883
| +22% | +$109K | 0.45% | 49 |
|
|
2022
Q3 | $1.08M | Sell |
4,059
-6
| -0.1% | -$1.59K | 0.92% | 27 |
|
|
2022
Q2 | $912K | Buy |
4,065
+783
| +24% | +$176K | 0.9% | 31 |
|
|
2022
Q1 | $1.18M | Buy |
3,282
+57
| +2% | +$20.5K | 0.6% | 42 |
|
|
2021
Q4 | $1.14M | Sell |
3,225
-2,448
| -43% | -$862K | 0.59% | 38 |
|
|
2021
Q3 | $1.47M | Sell |
5,673
-2,820
| -33% | -$729K | 0.78% | 57 |
|
|
2021
Q2 | $1.92M | Buy |
8,493
+7,410
| +684% | +$1.68M | 0.98% | 55 |
|
|
2021
Q1 | $241K | Buy |
1,083
+168
| +18% | +$37.4K | 0.14% | 101 |
|
|
2020
Q4 | $215K | Buy |
+915
| New | +$215K | 0.16% | 85 |
|