Institutional & Family Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $565K | Buy |
2,854
+128
| +5% | +$25.3K | 0.09% | 113 |
|
|
2024
Q1 | $479K | Buy |
2,726
+1,077
| +65% | +$189K | 0.08% | 115 |
|
|
2023
Q4 | $410K | Sell |
1,649
-118
| -7% | -$29.3K | 0.07% | 121 |
|
|
2023
Q3 | $442K | Buy |
1,767
+91
| +5% | +$22.8K | 0.07% | 112 |
|
|
2023
Q2 | $439K | Buy |
1,676
+68
| +4% | +$17.8K | 0.07% | 114 |
|
|
2023
Q1 | $334K | Buy |
1,608
+426
| +36% | +$88.4K | 0.06% | 122 |
|
|
2022
Q4 | $146K | Sell |
1,182
-1,583
| -57% | -$195K | 0.02% | 147 |
|
|
2022
Q3 | $733K | Buy |
2,765
+281
| +11% | +$74.5K | 0.13% | 96 |
|
|
2022
Q2 | $558K | Buy |
2,484
+51
| +2% | +$11.5K | 0.1% | 107 |
|
|
2022
Q1 | $874K | Sell |
2,433
-228
| -9% | -$81.9K | 0.14% | 100 |
|
|
2021
Q4 | $937K | Sell |
2,661
-990
| -27% | -$349K | 0.15% | 98 |
|
|
2021
Q3 | $944K | Buy |
3,651
+567
| +18% | +$147K | 0.15% | 100 |
|
|
2021
Q2 | $699K | Buy |
3,084
+84
| +3% | +$19K | 0.12% | 108 |
|
|
2021
Q1 | $668K | Buy |
3,000
+132
| +5% | +$29.4K | 0.13% | 108 |
|
|
2020
Q4 | $675K | Buy |
2,868
+375
| +15% | +$88.3K | 0.14% | 105 |
|
|
2020
Q3 | $357K | Sell |
2,493
-942
| -27% | -$135K | 0.08% | 119 |
|
|
2020
Q2 | $247K | Sell |
3,435
-255
| -7% | -$18.3K | 0.05% | 153 |
|
|
2020
Q1 | $129K | Sell |
3,690
-900
| -20% | -$31.5K | 0.03% | 178 |
|
|
2019
Q4 | $128K | Hold |
4,590
| – | – | 0.03% | 207 |
|
|
2019
Q3 | $74K | Sell |
4,590
-1,860
| -29% | -$30K | 0.02% | 256 |
|
|
2019
Q2 | $96K | Buy |
6,450
+945
| +17% | +$14.1K | 0.02% | 228 |
|
|
2019
Q1 | $103K | Buy |
5,505
+975
| +22% | +$18.2K | 0.02% | 233 |
|
|
2018
Q4 | $101K | Sell |
4,530
-1,740
| -28% | -$38.8K | 0.02% | 220 |
|
|
2018
Q3 | $111K | Buy |
6,270
+240
| +4% | +$4.25K | 0.02% | 247 |
|
|
2018
Q2 | $138K | Sell |
6,030
-420
| -7% | -$9.61K | 0.03% | 222 |
|
|
2018
Q1 | $114K | Buy |
+6,450
| New | +$114K | 0.02% | 223 |
|