Intellectus Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.2M | Buy |
67,668
+306
| +0.5% | +$126K | 5.14% | 1 |
|
|
2025
Q4 | $30.3M | Sell |
67,362
-1,394
| -2% | -$618K | 5.86% | 1 |
|
|
2025
Q3 | $30.6M | Sell |
68,756
-505
| -0.7% | -$175K | 5.92% | 1 |
|
|
2025
Q2 | $22M | Sell |
69,261
-3,727
| -5% | -$1.12M | 4.75% | 2 |
|
|
2025
Q1 | $18.9M | Buy |
72,988
+1,655
| +2% | +$552K | 4.67% | 2 |
|
|
2024
Q4 | $28.8M | Buy |
71,333
+3,919
| +6% | +$1.26M | 6.38% | 1 |
|
|
2024
Q3 | $17.6M | Sell |
67,414
-505
| -0.7% | -$115K | 4.51% | 1 |
|
|
2024
Q2 | $13.4M | Sell |
67,919
-2,553
| -4% | -$446K | 3.67% | 2 |
|
|
2024
Q1 | $12.4M | Buy |
70,472
+4,040
| +6% | +$789K | 3.26% | 2 |
|
|
2023
Q4 | $16.5M | Buy |
66,432
+945
| +1% | +$225K | 4.76% | 2 |
|
|
2023
Q3 | $16.4M | Sell |
65,487
-1,615
| -2% | -$415K | 5.18% | 1 |
|
|
2023
Q2 | $17.6M | Buy |
67,102
+9,610
| +17% | +$1.92M | 5.27% | 1 |
|
|
2023
Q1 | $11.9M | Buy |
57,492
+1,070
| +2% | +$187K | 3.76% | 1 |
|
|
2022
Q4 | $6.95M | Buy |
56,422
+1,281
| +2% | +$243K | 2.42% | 3 |
|
|
2022
Q3 | $14.6M | Buy |
55,141
+2,056
| +4% | +$574K | 5.2% | 1 |
|
|
2022
Q2 | $11.9M | Sell |
53,085
-4,920
| -8% | -$1.34M | 4.09% | 1 |
|
|
2022
Q1 | $20.8M | Sell |
58,005
-324
| -0.6% | -$101K | 6.22% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
58,329
-4,233
| -7% | -$1.42M | 5.24% | 1 |
|
|
2021
Q3 | $16.2M | Sell |
62,562
-2,055
| -3% | -$484K | 3.92% | 2 |
|
|
2021
Q2 | $14.6M | Buy |
64,617
+1,590
| +3% | +$345K | 3.3% | 4 |
|
|
2021
Q1 | $14M | Sell |
63,027
-9,090
| -13% | -$2.28M | 3.85% | 2 |
|
|
2020
Q4 | $17M | Sell |
72,117
-10,749
| -13% | -$1.83M | 5.08% | 1 |
|
|
2020
Q3 | $11.8M | Sell |
82,866
-28,359
| -25% | -$3.35M | 4.48% | 2 |
|
|
2020
Q2 | $8.01M | Sell |
111,225
-2,010
| -2% | -$109K | 3.1% | 3 |
|
|
2020
Q1 | $3.96M | Sell |
113,235
-11,010
| -9% | -$456K | 1.88% | 8 |
|
|
2019
Q4 | $3.46M | Buy |
124,245
+9,270
| +8% | +$201K | 1.41% | 14 |
|
|
2019
Q3 | $1.85M | Buy |
114,975
+10,110
| +10% | +$158K | 0.81% | 31 |
|
|
2019
Q2 | $1.56M | Sell |
104,865
-4,110
| -4% | -$64K | 0.68% | 36 |
|
|
2019
Q1 | $2.03M | Buy |
108,975
+7,170
| +7% | +$144K | 0.87% | 24 |
|
|
2018
Q4 | $2.26M | Sell |
101,805
-59,940
| -37% | -$1.29M | 1.55% | 17 |
|
|
2018
Q3 | $1.32M | Buy |
161,745
+91,785
| +131% | +$1.91M | 0.47% | 53 |
|
|
2018
Q2 | $1.6M | Buy |
69,960
+2,430
| +4% | +$49.4K | 0.58% | 35 |
|
|
2018
Q1 | $1.2M | Buy |
67,530
+6,735
| +11% | +$148K | 0.41% | 60 |
|
|
2017
Q4 | $1.26M | Buy |
60,795
+1,740
| +3% | +$37.8K | 0.47% | 53 |
|
|
2017
Q3 | $1.34M | Sell |
59,055
-10,275
| -15% | -$237K | 0.56% | 40 |
|
|
2017
Q2 | $1.67M | Sell |
69,330
-13,800
| -17% | -$304K | 0.75% | 28 |
|
|
2017
Q1 | $1.54M | Buy |
83,130
+6,915
| +9% | +$117K | 0.79% | 28 |
|
|
2016
Q4 | $1.09M | Buy |
+76,215
| New | +$1M | 0.56% | 44 |
|
Other funds holding TSLA
VCM
VPM
