HHGA
Halbert Hargrove Global Advisors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
1,534
-64
| -4% | -$20.3K | 0.03% | 51 |
|
|
2025
Q1 | $414K | Sell |
1,598
-1,136
| -42% | -$294K | 0.02% | 52 |
|
|
2024
Q4 | $1.1M | Buy |
2,734
+243
| +10% | +$98.1K | 0.06% | 38 |
|
|
2024
Q3 | $652K | Sell |
2,491
-20
| -0.8% | -$5.23K | 0.04% | 48 |
|
|
2024
Q2 | $497K | Sell |
2,511
-780
| -24% | -$154K | 0.03% | 50 |
|
|
2024
Q1 | $579K | Sell |
3,291
-1,376
| -29% | -$242K | 0.04% | 51 |
|
|
2023
Q4 | $1.16M | Buy |
+4,667
| New | +$1.16M | 0.08% | 41 |
|
|
2023
Q2 | – | Sell |
-4,337
| Closed | -$900K | – | 156 |
|
|
2023
Q1 | $900K | Buy |
4,337
+516
| +14% | +$107K | 0.06% | 48 |
|
|
2022
Q4 | $471K | Sell |
3,821
-683
| -15% | -$84.1K | 0.03% | 77 |
|
|
2022
Q3 | $1.19M | Buy |
4,504
+3,070
| +214% | +$53.6K | 0.09% | 40 |
|
|
2022
Q2 | $966K | Buy |
1,434
+86
| +6% | +$57.9K | 0.07% | 46 |
|
|
2022
Q1 | $1.45M | Buy |
1,348
+42
| +3% | +$45.3K | 0.1% | 35 |
|
|
2021
Q4 | $1.38M | Buy |
1,306
+24
| +2% | +$25.4K | 0.09% | 37 |
|
|
2021
Q3 | $994K | Sell |
1,282
-581
| -31% | -$450K | 0.07% | 44 |
|
|
2021
Q2 | $1.27M | Buy |
1,863
+670
| +56% | +$456K | 0.08% | 37 |
|
|
2021
Q1 | $797K | Buy |
1,193
+13
| +1% | +$8.69K | 0.06% | 45 |
|
|
2020
Q4 | $833K | Buy |
1,180
+50
| +4% | +$35.3K | 0.06% | 37 |
|
|
2020
Q3 | $485K | Buy |
1,130
+931
| +468% | +$57.9K | 0.05% | 48 |
|
|
2020
Q2 | $215K | Buy |
+199
| New | +$215K | 0.03% | 77 |
|