Harvest Investment Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
1,059
+104
+11% +$33K 0.08% 241
2025
Q1
$248K Sell
955
-640
-40% -$166K 0.07% 226
2024
Q4
$644K Buy
1,595
+185
+13% +$74.7K 0.16% 150
2024
Q3
$369K Buy
1,410
+164
+13% +$42.9K 0.12% 161
2024
Q2
$247K Buy
+1,246
New +$247K 0.1% 164
2024
Q1
Sell
-1,219
Closed -$303K 207
2023
Q4
$303K Sell
1,219
-2
-0.2% -$497 0.14% 146
2023
Q3
$306K Buy
1,221
+38
+3% +$9.51K 0.2% 114
2023
Q2
$310K Sell
1,183
-63
-5% -$16.5K 0.18% 132
2023
Q1
$258K Buy
+1,246
New +$258K 0.2% 104
2022
Q4
Sell
-1,071
Closed -$284K 139
2022
Q3
$284K Sell
1,071
-8,238
-88% -$2.18M 0.35% 88
2022
Q2
$2.09M Buy
9,309
+2,415
+35% +$542K 1.6% 15
2022
Q1
$2.48M Sell
6,894
-2,871
-29% -$1.03M 1.48% 14
2021
Q4
$3.44M Buy
9,765
+4,848
+99% +$1.71M 1.45% 12
2021
Q3
$1.27M Sell
4,917
-5,070
-51% -$1.31M 0.52% 55
2021
Q2
$2.26M Sell
9,987
-2,448
-20% -$554K 0.95% 20
2021
Q1
$2.77M Buy
12,435
+10,524
+551% +$2.34M 1.25% 11
2020
Q4
$449K Sell
1,911
-891
-32% -$209K 0.23% 110
2020
Q3
$400K Sell
2,802
-1,128
-29% -$161K 0.23% 105
2020
Q2
$282K Buy
+3,930
New +$282K 0.17% 142