Glassman Wealth Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37,601
| Closed | -$9.34M | – | 1685 |
|
|
2023
Q4 | $9.34M | Sell |
37,601
-19
| -0.1% | -$4.51K | 1.32% | 12 |
|
|
2023
Q3 | $9.41M | Buy |
37,620
+6,249
| +20% | +$1.61M | 1.52% | 12 |
|
|
2023
Q2 | $8.21M | Buy |
31,371
+333
| +1% | +$66.6K | 1.32% | 12 |
|
|
2023
Q1 | $6.44M | Sell |
31,038
-5,392
| -15% | -$941K | 1.12% | 13 |
|
|
2022
Q4 | $4.49M | Sell |
36,430
-913
| -2% | -$173K | 0.83% | 17 |
|
|
2022
Q3 | $9.9M | Sell |
37,343
-544
| -1% | -$152K | 2.1% | 12 |
|
|
2022
Q2 | $8.51M | Buy |
37,887
+711
| +2% | +$194K | 1.75% | 12 |
|
|
2022
Q1 | $13.4M | Buy |
37,176
+27,525
| +285% | +$8.57M | 2.43% | 10 |
|
|
2021
Q4 | $3.4M | Sell |
9,651
-2,583
| -21% | -$866K | 0.62% | 18 |
|
|
2021
Q3 | $3.16M | Buy |
12,234
+378
| +3% | +$89K | 0.67% | 17 |
|
|
2021
Q2 | $2.69M | Buy |
11,856
+72
| +0.6% | +$15.6K | 0.56% | 21 |
|
|
2021
Q1 | $2.62M | Buy |
11,784
+57
| +0.5% | +$14.3K | 0.56% | 20 |
|
|
2020
Q4 | $2.76M | Buy |
11,727
+564
| +5% | +$96.2K | 0.64% | 17 |
|
|
2020
Q3 | $1.6M | Buy |
11,163
+243
| +2% | +$28.7K | 0.44% | 23 |
|
|
2020
Q2 | $786K | Buy |
10,920
+210
| +2% | +$11.4K | 0.24% | 40 |
|
|
2020
Q1 | $374K | Sell |
10,710
-14,220
| -57% | -$589K | 0.14% | 70 |
|
|
2019
Q4 | $695K | Buy |
24,930
+75
| +0.3% | +$1.63K | 0.26% | 51 |
|
|
2019
Q3 | $399K | Buy |
24,855
+90
| +0.4% | +$1.41K | 0.16% | 73 |
|
|
2019
Q2 | $369K | Buy |
24,765
+1,590
| +7% | +$24.7K | 0.15% | 77 |
|
|
2019
Q1 | $432K | Buy |
23,175
+135
| +0.6% | +$2.71K | 0.19% | 66 |
|
|
2018
Q4 | $511K | Buy |
23,040
+75
| +0.3% | +$1.61K | 0.27% | 47 |
|
|
2018
Q3 | $405K | Buy |
22,965
+225
| +1% | +$4.69K | 0.19% | 61 |
|
|
2018
Q2 | $520K | Buy |
22,740
+45
| +0.2% | +$914 | 0.26% | 45 |
|
|
2018
Q1 | $403K | Buy |
22,695
+17,700
| +354% | +$389K | 0.25% | 46 |
|
|
2017
Q4 | $104K | Buy |
4,995
+45
| +0.9% | +$979 | 0.06% | 112 |
|
|
2017
Q3 | $113K | Buy |
4,950
+90
| +2% | +$2.08K | 0.07% | 102 |
|
|
2017
Q2 | $117K | Hold |
4,860
| – | – | 0.08% | 100 |
|
|
2017
Q1 | $90K | Hold |
4,860
| – | – | 0.06% | 124 |
|
|
2016
Q4 | $69K | Sell |
4,860
-750
| -13% | -$9.86K | 0.05% | 156 |
|
|
2016
Q3 | $76K | Buy |
5,610
+2,250
| +67% | +$32.5K | 0.06% | 119 |
|
|
2016
Q2 | $48K | Hold |
3,360
| – | – | 0.04% | 140 |
|
|
2016
Q1 | $51K | Hold |
3,360
| – | – | 0.05% | 135 |
|
|
2015
Q4 | $54K | Hold |
3,360
| – | – | 0.05% | 136 |
|
|
2015
Q3 | $56K | Hold |
3,360
| – | – | 0.05% | 137 |
|
|
2015
Q2 | $60K | Hold |
3,360
| – | – | 0.05% | 136 |
|
|
2015
Q1 | $42K | Hold |
3,360
| – | – | 0.03% | 162 |
|
|
2014
Q4 | $50K | Buy |
+3,360
| New | +$52.5K | 0.04% | 160 |
|
Other funds holding TSLA
Glassman Wealth Services's TSLA Position: Q1 2024 in Review
Glassman Wealth Services sold out of Tesla (TSLA) in Q1 2024, closing a stake of 37,601 shares — an estimated $9.34M sold.
Glassman Wealth Services first reported a position in TSLA in Q4 2014 and held it in 37 quarters. The position peaked at $13.4M in Q1 2022. 2,885 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.
- Glassman Wealth Services reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 37,601 Tesla shares in Q1 2024, an estimated $9.34M.
- Glassman Wealth Services first reported a position in Tesla in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Tesla position peaked at $13.4M in Q1 2022.
- 2,885 funds tracked by Wall St. Rank held Tesla as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.