Glass Jacobson Investment 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 | $199K | Hold |
628
| – | – | 0.08% | 181 |
|
|
2025
Q1 | $254K | Hold |
628
| – | – | 0.08% | 208 |
|
|
2024
Q4 | $254K | Buy |
628
+193
| +44% | +$77.9K | 0.08% | 208 |
|
|
2024
Q3 | $114K | Hold |
435
| – | – | 0.04% | 267 |
|
|
2024
Q2 | $86.1K | Sell |
435
-60
| -12% | -$11.9K | 0.03% | 291 |
|
|
2024
Q1 | $87K | Hold |
495
| – | – | 0.03% | 292 |
|
|
2023
Q4 | $123K | Buy |
495
+2
| +0.4% | +$497 | 0.05% | 250 |
|
|
2023
Q3 | $123K | Buy |
493
+182
| +59% | +$45.5K | 0.06% | 237 |
|
|
2023
Q2 | $81.4K | Buy |
+311
| New | +$81.4K | 0.04% | 281 |
|
|
2022
Q4 | $102K | Buy |
+830
| New | +$102K | 0.05% | 266 |
|