IPG Investment Advisors’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 | $6.29M | Buy |
16,924
+672
| +4% | +$277K | 1.08% | 25 |
|
|
2025
Q4 | $7.31M | Sell |
16,252
-502
| -3% | -$223K | 1.28% | 20 |
|
|
2025
Q3 | $7.45M | Sell |
16,754
-804
| -5% | -$279K | 1.33% | 20 |
|
|
2025
Q2 | $5.58M | Buy |
17,558
+162
| +0.9% | +$48.8K | 1.09% | 25 |
|
|
2025
Q1 | $4.51M | Sell |
17,396
-7,053
| -29% | -$2.35M | 1.02% | 25 |
|
|
2024
Q4 | $9.87M | Buy |
24,449
+2,439
| +11% | +$785K | 2.25% | 12 |
|
|
2024
Q3 | $5.76M | Sell |
22,010
-4,428
| -17% | -$1.01M | 1.25% | 23 |
|
|
2024
Q2 | $5.23M | Buy |
26,438
+8,879
| +51% | +$1.55M | 1.14% | 26 |
|
|
2024
Q1 | $3.09M | Buy |
17,559
+511
| +3% | +$99.8K | 0.67% | 40 |
|
|
2023
Q4 | $4.24M | Sell |
17,048
-3,866
| -18% | -$919K | 0.85% | 31 |
|
|
2023
Q3 | $5.23M | Buy |
20,914
+15,980
| +324% | +$4.1M | 1.15% | 25 |
|
|
2023
Q2 | $1.29M | Sell |
4,934
-2,740
| -36% | -$548K | 0.28% | 56 |
|
|
2023
Q1 | $1.59M | Sell |
7,674
-363
| -5% | -$63.3K | 0.36% | 45 |
|
|
2022
Q4 | $990K | Buy |
8,037
+4,605
| +134% | +$872K | 0.28% | 53 |
|
|
2022
Q3 | $910K | Sell |
3,432
-2,550
| -43% | -$712K | 0.26% | 52 |
|
|
2022
Q2 | $1.34M | Sell |
5,982
-9,144
| -60% | -$2.5M | 0.34% | 46 |
|
|
2022
Q1 | $5.43M | Buy |
15,126
+2,487
| +20% | +$775K | 1.04% | 23 |
|
|
2021
Q4 | $4.45M | Buy |
12,639
+84
| +0.7% | +$28.2K | 0.81% | 26 |
|
|
2021
Q3 | $3.25M | Sell |
12,555
-3,990
| -24% | -$939K | 1.03% | 20 |
|
|
2021
Q2 | $3.75M | Buy |
16,545
+6,681
| +68% | +$1.45M | 1.1% | 19 |
|
|
2021
Q1 | $2.2M | Buy |
9,864
+7,143
| +263% | +$1.79M | 0.43% | 42 |
|
|
2020
Q4 | $640K | Sell |
2,721
-1,920
| -41% | -$328K | 0.15% | 83 |
|
|
2020
Q3 | $664K | Sell |
4,641
-2,829
| -38% | -$334K | 0.19% | 74 |
|
|
2020
Q2 | $538K | Buy |
7,470
+525
| +8% | +$28.4K | 0.18% | 69 |
|
|
2020
Q1 | $243K | Sell |
6,945
-143,235
| -95% | -$5.94M | 0.1% | 98 |
|
|
2019
Q4 | $4.19M | Sell |
150,180
-195,720
| -57% | -$4.25M | 1.33% | 24 |
|
|
2019
Q3 | $5.55M | Sell |
345,900
-180
| -0.1% | -$2.82K | 1.94% | 16 |
|
|
2019
Q2 | $5.16M | Buy |
346,080
+86,460
| +33% | +$1.35M | 1.88% | 16 |
|
|
2019
Q1 | $4.84M | Buy |
259,620
+246,690
| +1,908% | +$4.95M | 1.66% | 19 |
|
|
2018
Q4 | $287K | Sell |
12,930
-12,645
| -49% | -$272K | 0.11% | 105 |
|
|
2018
Q3 | $451K | Buy |
25,575
+1,890
| +8% | +$39.4K | 0.15% | 90 |
|
|
2018
Q2 | $542K | Buy |
23,685
+4,980
| +27% | +$101K | 0.19% | 79 |
|
|
2018
Q1 | $332K | Sell |
18,705
-163,020
| -90% | -$3.59M | 0.11% | 103 |
|
|
2017
Q4 | $3.77M | Buy |
181,725
+2,700
| +2% | +$58.7K | 1.57% | 18 |
|
|
2017
Q3 | $4.07M | Sell |
179,025
-96,870
| -35% | -$2.24M | 1.4% | 23 |
|
|
2017
Q2 | $6.65M | Sell |
275,895
-37,695
| -12% | -$830K | 2.67% | 10 |
|
|
2017
Q1 | $5.82M | Sell |
313,590
-34,695
| -10% | -$587K | 2.62% | 8 |
|
|
2016
Q4 | $4.96M | Sell |
348,285
-18,315
| -5% | -$241K | 2.02% | 12 |
|
|
2016
Q3 | $4.99M | Buy |
366,600
+162,840
| +80% | +$2.35M | 2.1% | 15 |
|
|
2016
Q2 | $2.88M | Buy |
203,760
+43,110
| +27% | +$653K | 1.19% | 22 |
|
|
2016
Q1 | $2.46M | Buy |
160,650
+117,885
| +276% | +$1.55M | 1.11% | 22 |
|
|
2015
Q4 | $684K | Hold |
42,765
| – | – | 0.32% | 58 |
|
|
2015
Q3 | $708K | Buy |
+42,765
| New | +$727K | 0.33% | 54 |
|
|
2015
Q2 | – | Sell |
-20,175
| Closed | -$254K | – | 139 |
|
|
2015
Q1 | $254K | Hold |
20,175
| – | – | 0.1% | 104 |
|
|
2014
Q4 | $299K | Buy |
20,175
+6,000
| +42% | +$93.8K | 0.12% | 88 |
|
|
2014
Q3 | $229K | Buy |
+14,175
| New | +$234K | 0.08% | 87 |
|
Other funds holding TSLA
VCM
VPM