Gradient Investments’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
8,876
+516
+6% +$164K 0.05% 175
2025
Q1
$2.17M Sell
8,360
-4,254
-34% -$1.1M 0.04% 174
2024
Q4
$5.09M Buy
12,614
+1,048
+9% +$423K 0.1% 149
2024
Q3
$3.03M Buy
11,566
+2,631
+29% +$688K 0.06% 153
2024
Q2
$1.77M Buy
8,935
+860
+11% +$170K 0.04% 174
2024
Q1
$1.42M Sell
8,075
-2,254
-22% -$396K 0.03% 176
2023
Q4
$2.57M Buy
10,329
+5,666
+122% +$1.41M 0.06% 164
2023
Q3
$1.17M Sell
4,663
-1,127
-19% -$282K 0.03% 172
2023
Q2
$1.52M Sell
5,790
-3,330
-37% -$872K 0.04% 166
2023
Q1
$1.89M Buy
9,120
+2,511
+38% +$521K 0.05% 159
2022
Q4
$814K Buy
6,609
+3,266
+98% +$402K 0.03% 192
2022
Q3
$887K Sell
3,343
-176
-5% -$46.7K 0.03% 184
2022
Q2
$790K Buy
3,519
+378
+12% +$84.9K 0.02% 191
2022
Q1
$1.13M Sell
3,141
-417
-12% -$150K 0.03% 174
2021
Q4
$1.25M Buy
3,558
+888
+33% +$313K 0.03% 167
2021
Q3
$690K Buy
2,670
+879
+49% +$227K 0.02% 190
2021
Q2
$405K Sell
1,791
-150
-8% -$33.9K 0.01% 234
2021
Q1
$432K Sell
1,941
-303
-14% -$67.4K 0.01% 234
2020
Q4
$321K Hold
2,244
0.01% 227
2020
Q3
$321K Buy
2,244
+1,569
+232% +$224K 0.01% 227
2020
Q2
$48K Sell
675
-795
-54% -$56.5K ﹤0.01% 392
2020
Q1
$51K Sell
1,470
-660
-31% -$22.9K ﹤0.01% 347
2019
Q4
$59K Buy
2,130
+1,500
+238% +$41.5K ﹤0.01% 370
2019
Q3
$10K Sell
630
-120
-16% -$1.91K ﹤0.01% 672
2019
Q2
$11K Buy
750
+600
+400% +$8.8K ﹤0.01% 633
2019
Q1
$3K Sell
150
-1,170
-89% -$23.4K ﹤0.01% 723
2018
Q4
$29K Buy
1,320
+1,245
+1,660% +$27.4K ﹤0.01% 410
2018
Q3
$1K Buy
+75
New +$1K ﹤0.01% 939
2018
Q2
Sell
-90
Closed -$2K 1143
2018
Q1
$2K Sell
90
-60
-40% -$1.33K ﹤0.01% 846
2017
Q4
$3K Buy
+150
New +$3K ﹤0.01% 771
2017
Q2
Sell
-3,000
Closed -$56K 906
2017
Q1
$56K Sell
3,000
-375
-11% -$7K ﹤0.01% 300
2016
Q4
$48K Buy
3,375
+375
+13% +$5.33K ﹤0.01% 269
2016
Q3
$41K Hold
3,000
﹤0.01% 276
2016
Q2
$42K Sell
3,000
-150
-5% -$2.1K ﹤0.01% 271
2016
Q1
$48K Buy
3,150
+150
+5% +$2.29K 0.01% 252
2015
Q4
$48K Buy
+3,000
New +$48K 0.01% 254
2014
Q1
Sell
-32,655
Closed -$327K 627
2013
Q4
$327K Buy
+32,655
New +$327K 0.09% 128