IEQ Capital’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145M | Buy |
457,802
+61,317
| +15% | +$19.5M | 0.89% | 19 |
|
|
2025
Q1 | $103M | Buy |
396,485
+156,300
| +65% | +$40.5M | 0.82% | 20 |
|
|
2024
Q4 | $97M | Buy |
240,185
+25,117
| +12% | +$10.1M | 0.94% | 18 |
|
|
2024
Q3 | $56.3M | Buy |
215,068
+31,719
| +17% | +$8.3M | 0.69% | 27 |
|
|
2024
Q2 | $36.3M | Buy |
183,349
+27,296
| +17% | +$5.4M | 0.49% | 33 |
|
|
2024
Q1 | $27.4M | Sell |
156,053
-25,111
| -14% | -$4.41M | 0.39% | 41 |
|
|
2023
Q4 | $45M | Buy |
181,164
+15,932
| +10% | +$3.96M | 0.75% | 24 |
|
|
2023
Q3 | $41.3M | Buy |
165,232
+4,979
| +3% | +$1.25M | 0.84% | 22 |
|
|
2023
Q2 | $41.9M | Buy |
160,253
+1,340
| +0.8% | +$351K | 0.85% | 22 |
|
|
2023
Q1 | $33M | Buy |
158,913
+30,914
| +24% | +$6.41M | 0.76% | 22 |
|
|
2022
Q4 | $15.8M | Sell |
127,999
-57,179
| -31% | -$7.04M | 0.44% | 41 |
|
|
2022
Q3 | $49.1M | Buy |
185,178
+58,695
| +46% | +$15.6M | 1.35% | 15 |
|
|
2022
Q2 | $28.4M | Buy |
126,483
+8,565
| +7% | +$1.92M | 0.86% | 20 |
|
|
2022
Q1 | $42.4M | Buy |
117,918
+13,509
| +13% | +$4.85M | 1.01% | 21 |
|
|
2021
Q4 | $36.8M | Buy |
104,409
+3,732
| +4% | +$1.31M | 0.85% | 23 |
|
|
2021
Q3 | $26M | Buy |
100,677
+10,956
| +12% | +$2.83M | 0.69% | 24 |
|
|
2021
Q2 | $20.3M | Buy |
89,721
+72,570
| +423% | +$16.4M | 0.6% | 30 |
|
|
2021
Q1 | $3.82M | Buy |
+17,151
| New | +$3.82M | 0.16% | 90 |
|
|
2020
Q4 | – | Sell |
-9,981
| Closed | -$1.43M | – | 376 |
|
|
2020
Q3 | $1.43M | Buy |
9,981
+4,356
| +77% | +$623K | 0.08% | 136 |
|
|
2020
Q2 | $405K | Sell |
5,625
-17,310
| -75% | -$1.25M | 0.03% | 222 |
|
|
2020
Q1 | $801K | Sell |
22,935
-3,825
| -14% | -$134K | 0.06% | 164 |
|
|
2019
Q4 | $746K | Buy |
+26,760
| New | +$746K | 0.07% | 175 |
|