Hummer Financial Advisory 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 | $515K | Buy |
1,620
+20
| +1% | +$6.35K | 0.39% | 56 |
|
|
2025
Q1 | $415K | Hold |
1,600
| – | – | 0.34% | 62 |
|
|
2024
Q4 | $646K | Hold |
1,600
| – | – | 0.51% | 37 |
|
|
2024
Q3 | $419K | Hold |
1,600
| – | – | 0.33% | 62 |
|
|
2024
Q2 | $317K | Hold |
1,600
| – | – | 0.27% | 72 |
|
|
2024
Q1 | $281K | Hold |
1,600
| – | – | 0.23% | 85 |
|
|
2023
Q4 | $398K | Hold |
1,600
| – | – | 0.36% | 58 |
|
|
2023
Q3 | $400K | Hold |
1,600
| – | – | 0.41% | 53 |
|
|
2023
Q2 | $419K | Hold |
1,600
| – | – | 0.41% | 54 |
|
|
2023
Q1 | $332K | Buy |
+1,600
| New | +$332K | 0.35% | 66 |
|
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$398K | – | 91 |
|
|
2022
Q3 | $398K | Hold |
1,500
| – | – | 0.47% | 50 |
|
|
2022
Q2 | $337K | Hold |
1,500
| – | – | 0.38% | 65 |
|
|
2022
Q1 | $539K | Hold |
1,500
| – | – | 0.49% | 44 |
|
|
2021
Q4 | $528K | Hold |
1,500
| – | – | 0.45% | 45 |
|
|
2021
Q3 | $388K | Hold |
1,500
| – | – | 0.36% | 66 |
|
|
2021
Q2 | $340K | Hold |
1,500
| – | – | 0.31% | 70 |
|
|
2021
Q1 | $334K | Hold |
1,500
| – | – | 0.32% | 71 |
|
|
2020
Q4 | $353K | Buy |
+1,500
| New | +$353K | 0.37% | 66 |
|