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