IP
Intellectus Partners’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
69,261
-3,727
| -5% | -$1.18M | 4.75% | 2 |
|
|
2025
Q1 | $18.9M | Buy |
72,988
+1,655
| +2% | +$429K | 4.67% | 2 |
|
|
2024
Q4 | $28.8M | Buy |
71,333
+3,919
| +6% | +$1.58M | 6.38% | 1 |
|
|
2024
Q3 | $17.6M | Sell |
67,414
-505
| -0.7% | -$132K | 4.51% | 1 |
|
|
2024
Q2 | $13.4M | Sell |
67,919
-2,553
| -4% | -$505K | 3.67% | 2 |
|
|
2024
Q1 | $12.4M | Buy |
70,472
+4,040
| +6% | +$710K | 3.26% | 2 |
|
|
2023
Q4 | $16.5M | Buy |
66,432
+945
| +1% | +$235K | 4.76% | 2 |
|
|
2023
Q3 | $16.4M | Sell |
65,487
-1,615
| -2% | -$404K | 5.18% | 1 |
|
|
2023
Q2 | $17.6M | Buy |
67,102
+9,610
| +17% | +$2.52M | 5.27% | 1 |
|
|
2023
Q1 | $11.9M | Buy |
57,492
+1,070
| +2% | +$222K | 3.76% | 1 |
|
|
2022
Q4 | $6.95M | Buy |
56,422
+1,281
| +2% | +$158K | 2.42% | 3 |
|
|
2022
Q3 | $14.6M | Buy |
55,141
+37,446
| +212% | +$9.93M | 5.2% | 1 |
|
|
2022
Q2 | $11.9M | Sell |
17,695
-1,640
| -8% | -$1.1M | 4.09% | 1 |
|
|
2022
Q1 | $20.8M | Sell |
19,335
-108
| -0.6% | -$116K | 6.22% | 1 |
|
|
2021
Q4 | $20.5M | Sell |
19,443
-1,411
| -7% | -$1.49M | 5.24% | 1 |
|
|
2021
Q3 | $16.2M | Sell |
20,854
-685
| -3% | -$531K | 3.91% | 2 |
|
|
2021
Q2 | $14.6M | Buy |
21,539
+530
| +3% | +$360K | 3.3% | 4 |
|
|
2021
Q1 | $14M | Sell |
21,009
-3,030
| -13% | -$2.02M | 3.85% | 2 |
|
|
2020
Q4 | $17M | Sell |
24,039
-3,583
| -13% | -$2.53M | 5.08% | 1 |
|
|
2020
Q3 | $11.9M | Buy |
27,622
+20,207
| +273% | +$8.67M | 4.48% | 2 |
|
|
2020
Q2 | $8.01M | Sell |
7,415
-134
| -2% | -$145K | 3.1% | 3 |
|
|
2020
Q1 | $3.96M | Sell |
7,549
-734
| -9% | -$385K | 1.88% | 8 |
|
|
2019
Q4 | $3.47M | Buy |
8,283
+618
| +8% | +$259K | 1.41% | 14 |
|
|
2019
Q3 | $1.85M | Buy |
7,665
+674
| +10% | +$162K | 0.81% | 31 |
|
|
2019
Q2 | $1.56M | Sell |
6,991
-274
| -4% | -$61.2K | 0.68% | 36 |
|
|
2019
Q1 | $2.03M | Buy |
7,265
+478
| +7% | +$134K | 0.87% | 24 |
|
|
2018
Q4 | $2.26M | Sell |
6,787
-3,996
| -37% | -$1.33M | 1.55% | 17 |
|
|
2018
Q3 | $1.32M | Buy |
10,783
+6,119
| +131% | +$748K | 0.46% | 53 |
|
|
2018
Q2 | $1.6M | Buy |
4,664
+162
| +4% | +$55.6K | 0.58% | 35 |
|
|
2018
Q1 | $1.2M | Buy |
4,502
+449
| +11% | +$119K | 0.41% | 60 |
|
|
2017
Q4 | $1.26M | Buy |
4,053
+116
| +3% | +$36.1K | 0.47% | 53 |
|
|
2017
Q3 | $1.34M | Sell |
3,937
-685
| -15% | -$234K | 0.56% | 40 |
|
|
2017
Q2 | $1.67M | Sell |
4,622
-920
| -17% | -$333K | 0.75% | 28 |
|
|
2017
Q1 | $1.54M | Buy |
5,542
+461
| +9% | +$128K | 0.78% | 28 |
|
|
2016
Q4 | $1.09M | Buy |
+5,081
| New | +$1.09M | 0.56% | 44 |
|