Helios Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,300
| Closed | -$4.56M | – | 46 |
|
2024
Q4 | $4.56M | Hold |
11,300
| – | – | 2.66% | 12 |
|
2024
Q3 | $2.96M | Hold |
11,300
| – | – | 1.82% | 17 |
|
2024
Q2 | $2.24M | Hold |
11,300
| – | – | 1.46% | 19 |
|
2024
Q1 | $1.99M | Hold |
11,300
| – | – | 1.4% | 21 |
|
2023
Q4 | $2.81M | Buy |
+11,300
| New | +$2.81M | 2.22% | 14 |
|