JBR Co Financial 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 | $1.98M | Buy |
6,228
+416
| +7% | +$132K | 0.98% | 26 |
|
2025
Q1 | $1.51M | Buy |
5,812
+1,120
| +24% | +$290K | 0.88% | 33 |
|
2024
Q4 | $1.89M | Sell |
4,692
-528
| -10% | -$213K | 1.16% | 22 |
|
2024
Q3 | $1.37M | Sell |
5,220
-485
| -9% | -$127K | 0.89% | 27 |
|
2024
Q2 | $1.13M | Hold |
5,705
| – | – | 0.79% | 32 |
|
2024
Q1 | $1M | Buy |
5,705
+1,030
| +22% | +$181K | 0.8% | 34 |
|
2023
Q4 | $1.16M | Buy |
+4,675
| New | +$1.16M | 1.09% | 24 |
|