Hudson Valley Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+786
| New | +$250K | 0.03% | 154 |
|
|
2025
Q1 | – | Sell |
-1,379
| Closed | -$557K | – | 176 |
|
|
2024
Q4 | $557K | Buy |
+1,379
| New | +$557K | 0.06% | 115 |
|
|
2024
Q3 | – | Sell |
-3,841
| Closed | -$924K | – | 190 |
|
|
2024
Q2 | $924K | Buy |
3,841
+337
| +10% | +$81K | 0.12% | 101 |
|
|
2024
Q1 | $616K | Sell |
3,504
-337
| -9% | -$59.2K | 0.07% | 118 |
|
|
2023
Q4 | $924K | Buy |
3,841
+410
| +12% | +$98.6K | 0.13% | 101 |
|
|
2023
Q3 | $859K | Sell |
3,431
-61
| -2% | -$15.3K | 0.12% | 109 |
|
|
2023
Q2 | $914K | Buy |
3,492
+150
| +4% | +$39.3K | 0.12% | 112 |
|
|
2023
Q1 | $693K | Sell |
3,342
-150
| -4% | -$31.1K | 0.1% | 129 |
|
|
2022
Q4 | $430K | Buy |
3,492
+105
| +3% | +$12.9K | 0.07% | 160 |
|
|
2022
Q3 | $898K | Buy |
+3,387
| New | +$898K | 0.14% | 112 |
|
|
2022
Q1 | – | Sell |
-951
| Closed | -$335K | – | 221 |
|
|
2021
Q4 | $335K | Sell |
951
-150
| -14% | -$52.8K | 0.05% | 153 |
|
|
2021
Q3 | $285K | Hold |
1,101
| – | – | 0.05% | 157 |
|
|
2021
Q2 | $249K | Sell |
1,101
-84
| -7% | -$19K | 0.04% | 154 |
|
|
2021
Q1 | $264K | Buy |
1,185
+75
| +7% | +$16.7K | 0.05% | 147 |
|
|
2020
Q4 | $261K | Buy |
+1,110
| New | +$261K | 0.05% | 142 |
|