Jackson Grant Investment Advisers’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
77
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $20K | Hold |
77
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $31.1K | Hold |
77
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $20.1K | Hold |
77
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $15.2K | Hold |
77
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $13.5K | Hold |
77
| – | – | 0.01% | 245 |
|
|
2023
Q4 | $19.1K | Hold |
77
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $19.3K | Hold |
77
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $20.2K | Sell |
77
-996
| -93% | -$261K | 0.01% | 225 |
|
|
2023
Q1 | $223K | Buy |
1,073
+77
| +8% | +$16K | 0.1% | 94 |
|
|
2022
Q4 | $123K | Sell |
996
-15
| -1% | -$1.85K | 0.06% | 129 |
|
|
2022
Q3 | $268K | Hold |
1,011
| – | – | 0.14% | 78 |
|
|
2022
Q2 | $227K | Hold |
1,011
| – | – | 0.11% | 87 |
|
|
2022
Q1 | $363K | Buy |
+1,011
| New | +$363K | 0.15% | 78 |
|
|
2021
Q4 | – | Sell |
-996
| Closed | -$257K | – | 307 |
|
|
2021
Q3 | $257K | Hold |
996
| – | – | 0.11% | 91 |
|
|
2021
Q2 | $226K | Hold |
996
| – | – | 0.1% | 96 |
|
|
2021
Q1 | $222K | Sell |
996
-900
| -47% | -$201K | 0.1% | 93 |
|
|
2020
Q4 | $446K | Buy |
+1,896
| New | +$446K | 0.23% | 54 |
|
|
2018
Q4 | – | Sell |
-180
| Closed | -$3K | – | 256 |
|
|
2018
Q3 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 205 |
|