J.W. Burns & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Buy |
3,829
+38
| +1% | +$12.1K | 0.15% | 89 |
|
2025
Q1 | $982K | Buy |
3,791
+330
| +10% | +$85.5K | 0.13% | 96 |
|
2024
Q4 | $1.4M | Sell |
3,461
-12
| -0.3% | -$4.85K | 0.18% | 85 |
|
2024
Q3 | $909K | Sell |
3,473
-47
| -1% | -$12.3K | 0.12% | 104 |
|
2024
Q2 | $697K | Buy |
3,520
+286
| +9% | +$56.6K | 0.09% | 117 |
|
2024
Q1 | $569K | Sell |
3,234
-55
| -2% | -$9.67K | 0.08% | 129 |
|
2023
Q4 | $817K | Buy |
3,289
+53
| +2% | +$13.2K | 0.12% | 105 |
|
2023
Q3 | $810K | Sell |
3,236
-18
| -0.6% | -$4.5K | 0.13% | 103 |
|
2023
Q2 | $852K | Buy |
3,254
+10
| +0.3% | +$2.62K | 0.14% | 92 |
|
2023
Q1 | $673K | Buy |
3,244
+604
| +23% | +$125K | 0.11% | 103 |
|
2022
Q4 | $325K | Buy |
2,640
+444
| +20% | +$54.7K | 0.06% | 144 |
|
2022
Q3 | $582K | Buy |
2,196
+171
| +8% | +$45.3K | 0.11% | 104 |
|
2022
Q2 | $455K | Hold |
2,025
| – | – | 0.09% | 121 |
|
2022
Q1 | $727K | Sell |
2,025
-45
| -2% | -$16.2K | 0.12% | 108 |
|
2021
Q4 | $729K | Buy |
2,070
+249
| +14% | +$87.7K | 0.11% | 111 |
|
2021
Q3 | $471K | Buy |
1,821
+15
| +0.8% | +$3.88K | 0.07% | 132 |
|
2021
Q2 | $409K | Buy |
1,806
+165
| +10% | +$37.4K | 0.06% | 143 |
|
2021
Q1 | $365K | Sell |
1,641
-30
| -2% | -$6.67K | 0.06% | 146 |
|
2020
Q4 | $393K | Sell |
1,671
-105
| -6% | -$24.7K | 0.07% | 135 |
|
2020
Q3 | $254K | Buy |
+1,776
| New | +$254K | 0.05% | 146 |
|