Ironwood Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
992
| – | – | 0.06% | 141 |
|
|
2025
Q1 | $257K | Buy |
992
+211
| +27% | +$54.7K | 0.06% | 141 |
|
|
2024
Q4 | $315K | Buy |
781
+9
| +1% | +$3.64K | 0.07% | 127 |
|
|
2024
Q3 | $202K | Buy |
+772
| New | +$202K | 0.04% | 148 |
|
|
2022
Q2 | – | Sell |
-612
| Closed | -$220K | – | 124 |
|
|
2022
Q1 | $220K | Buy |
612
+9
| +1% | +$3.24K | 0.06% | 117 |
|
|
2021
Q4 | $212K | Buy |
603
+75
| +14% | +$26.4K | 0.06% | 119 |
|
|
2021
Q3 | $136K | Hold |
528
| – | – | 0.04% | 129 |
|
|
2021
Q2 | $120K | Buy |
528
+210
| +66% | +$47.7K | 0.04% | 131 |
|
|
2021
Q1 | $71K | Sell |
318
-27
| -8% | -$6.03K | 0.02% | 150 |
|
|
2020
Q4 | $81K | Hold |
345
| – | – | 0.03% | 137 |
|
|
2020
Q3 | $49K | Buy |
345
+150
| +77% | +$21.3K | 0.02% | 119 |
|
|
2020
Q2 | $14K | Sell |
195
-945
| -83% | -$67.8K | 0.01% | 222 |
|
|
2020
Q1 | $40K | Buy |
1,140
+300
| +36% | +$10.5K | 0.03% | 98 |
|
|
2019
Q4 | $23K | Hold |
840
| – | – | 0.01% | 189 |
|
|
2019
Q3 | $13K | Hold |
840
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $13K | Hold |
840
| – | – | 0.01% | 246 |
|
|
2019
Q1 | $16K | Sell |
840
-1,500
| -64% | -$28.6K | 0.01% | 224 |
|
|
2018
Q4 | $52K | Hold |
2,340
| – | – | 0.03% | 95 |
|
|
2018
Q3 | $41K | Buy |
2,340
+1,500
| +179% | +$26.3K | 0.02% | 129 |
|
|
2018
Q2 | $19K | Buy |
840
+390
| +87% | +$8.82K | 0.01% | 162 |
|
|
2018
Q1 | $8K | Hold |
450
| – | – | 0.01% | 182 |
|
|
2017
Q4 | $9K | Hold |
450
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $10K | Hold |
450
| – | – | 0.01% | 181 |
|
|
2017
Q2 | $11K | Buy |
450
+300
| +200% | +$7.33K | 0.01% | 166 |
|
|
2017
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 234 |
|