Jacobsen Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
5,627
+1,258
| +29% | +$400K | 0.66% | 19 |
|
|
2025
Q1 | $1.13M | Sell |
4,369
-311
| -7% | -$80.6K | 0.49% | 21 |
|
|
2024
Q4 | $1.89M | Sell |
4,680
-87
| -2% | -$35.1K | 0.8% | 17 |
|
|
2024
Q3 | $1.25M | Buy |
4,767
+780
| +20% | +$204K | 0.52% | 20 |
|
|
2024
Q2 | $789K | Buy |
3,987
+375
| +10% | +$74.2K | 0.35% | 29 |
|
|
2024
Q1 | $635K | Sell |
3,612
-530
| -13% | -$93.2K | 0.29% | 33 |
|
|
2023
Q4 | $1.03M | Sell |
4,142
-14
| -0.3% | -$3.48K | 0.52% | 17 |
|
|
2023
Q3 | $1.04M | Buy |
4,156
+480
| +13% | +$120K | 0.56% | 19 |
|
|
2023
Q2 | $962K | Sell |
3,676
-36
| -1% | -$9.42K | 0.5% | 19 |
|
|
2023
Q1 | $770K | Buy |
+3,712
| New | +$770K | 0.41% | 26 |
|