J.P. Morgan Private Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $73.5M | Buy |
+293,620
| New | +$73.5M | 0.21% | 113 |
|
2023
Q2 | – | Sell |
-350,081
| Closed | -$72.6M | – | 1884 |
|
2023
Q1 | $72.6M | Buy |
350,081
+46,142
| +15% | +$9.57M | 0.15% | 143 |
|
2022
Q4 | $37.4M | Sell |
303,939
-44,721
| -13% | -$5.51M | 0.08% | 218 |
|
2022
Q3 | $92.5M | Buy |
348,660
+26,262
| +8% | +$6.97M | 0.24% | 103 |
|
2022
Q2 | $72.4M | Sell |
322,398
-72,042
| -18% | -$16.2M | 0.19% | 131 |
|
2022
Q1 | $142M | Buy |
394,440
+6,441
| +2% | +$2.31M | 0.31% | 82 |
|
2021
Q4 | $137M | Buy |
387,999
+20,769
| +6% | +$7.32M | 0.29% | 82 |
|
2021
Q3 | $94.9M | Buy |
367,230
+102,675
| +39% | +$26.5M | 0.23% | 105 |
|
2021
Q2 | $59.9M | Buy |
264,555
+25,821
| +11% | +$5.85M | 0.16% | 151 |
|
2021
Q1 | $53.2M | Sell |
238,734
-24,366
| -9% | -$5.42M | 0.17% | 135 |
|
2020
Q4 | $61.9M | Buy |
263,100
+39,129
| +17% | +$9.2M | 0.2% | 119 |
|
2020
Q3 | $32M | Buy |
223,971
+23,346
| +12% | +$3.34M | 0.12% | 162 |
|
2020
Q2 | $14.4M | Buy |
200,625
+23,280
| +13% | +$1.68M | 0.07% | 230 |
|
2020
Q1 | $6.2M | Buy |
177,345
+15,060
| +9% | +$526K | 0.04% | 326 |
|
2019
Q4 | $4.53M | Buy |
162,285
+8,595
| +6% | +$240K | 0.02% | 444 |
|
2019
Q3 | $2.47M | Sell |
153,690
-93,255
| -38% | -$1.5M | 0.01% | 551 |
|
2019
Q2 | $3.68M | Sell |
246,945
-75,105
| -23% | -$1.12M | 0.02% | 454 |
|
2019
Q1 | $6.01M | Sell |
322,050
-32,580
| -9% | -$608K | 0.03% | 367 |
|
2018
Q4 | $7.87M | Sell |
354,630
-23,325
| -6% | -$518K | 0.05% | 289 |
|
2018
Q3 | $6.67M | Sell |
377,955
-87,240
| -19% | -$1.54M | 0.03% | 369 |
|
2018
Q2 | $10.6M | Buy |
465,195
+53,070
| +13% | +$1.21M | 0.06% | 264 |
|
2018
Q1 | $7.31M | Buy |
412,125
+76,875
| +23% | +$1.36M | 0.05% | 271 |
|
2017
Q4 | $6.96M | Sell |
335,250
-15,345
| -4% | -$319K | 0.05% | 284 |
|
2017
Q3 | $7.97M | Buy |
350,595
+2,415
| +0.7% | +$54.9K | 0.06% | 256 |
|
2017
Q2 | $8.39M | Buy |
348,180
+6,540
| +2% | +$158K | 0.06% | 240 |
|
2017
Q1 | $6.34M | Buy |
341,640
+133,875
| +64% | +$2.48M | 0.05% | 276 |
|
2016
Q4 | $2.96M | Buy |
207,765
+43,785
| +27% | +$624K | 0.03% | 365 |
|
2016
Q3 | $2.23M | Sell |
163,980
-13,935
| -8% | -$190K | 0.02% | 413 |
|
2016
Q2 | $2.52M | Sell |
177,915
-56,805
| -24% | -$804K | 0.02% | 398 |
|
2016
Q1 | $3.6M | Buy |
234,720
+69,930
| +42% | +$1.07M | 0.03% | 299 |
|
2015
Q4 | $2.64M | Buy |
164,790
+7,935
| +5% | +$127K | 0.03% | 322 |
|
2015
Q3 | $2.6M | Sell |
156,855
-42,165
| -21% | -$698K | 0.03% | 298 |
|
2015
Q2 | $3.56M | Sell |
199,020
-17,220
| -8% | -$308K | 0.04% | 286 |
|
2015
Q1 | $2.72M | Buy |
216,240
+20,160
| +10% | +$254K | 0.03% | 322 |
|
2014
Q4 | $2.91M | Buy |
196,080
+37,125
| +23% | +$551K | 0.03% | 317 |
|
2014
Q3 | $2.57M | Buy |
158,955
+40,110
| +34% | +$649K | 0.03% | 331 |
|
2014
Q2 | $1.9M | Buy |
118,845
+16,515
| +16% | +$264K | 0.03% | 302 |
|
2014
Q1 | $1.42M | Sell |
102,330
-31,740
| -24% | -$441K | 0.03% | 339 |
|
2013
Q4 | $1.35M | Buy |
134,070
+60,435
| +82% | +$606K | 0.03% | 306 |
|
2013
Q3 | $949K | Buy |
73,635
+18,390
| +33% | +$237K | 0.02% | 339 |
|
2013
Q2 | $395K | Buy |
+55,245
| New | +$395K | 0.01% | 451 |
|