Joel Isaacson & 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 | $1.55M | Buy |
4,864
+263
| +6% | +$83.5K | 0.06% | 125 |
|
|
2025
Q1 | $1.19M | Buy |
4,601
+918
| +25% | +$238K | 0.05% | 145 |
|
|
2024
Q4 | $1.49M | Sell |
3,683
-210
| -5% | -$84.8K | 0.07% | 117 |
|
|
2024
Q3 | $1.02M | Buy |
3,893
+150
| +4% | +$39.2K | 0.05% | 140 |
|
|
2024
Q2 | $741K | Sell |
3,743
-63
| -2% | -$12.5K | 0.04% | 162 |
|
|
2024
Q1 | $669K | Sell |
3,806
-477
| -11% | -$83.9K | 0.04% | 175 |
|
|
2023
Q4 | $1.06M | Buy |
4,283
+4
| +0.1% | +$994 | 0.07% | 119 |
|
|
2023
Q3 | $1.07M | Buy |
4,279
+336
| +9% | +$84.1K | 0.07% | 111 |
|
|
2023
Q2 | $1.03M | Buy |
3,943
+53
| +1% | +$13.9K | 0.07% | 119 |
|
|
2023
Q1 | $807K | Buy |
3,890
+247
| +7% | +$51.2K | 0.06% | 136 |
|
|
2022
Q4 | $449K | Sell |
3,643
-374
| -9% | -$46.1K | 0.03% | 196 |
|
|
2022
Q3 | $1.07M | Sell |
4,017
-678
| -14% | -$180K | 0.09% | 96 |
|
|
2022
Q2 | $1.05M | Buy |
4,695
+360
| +8% | +$80.8K | 0.09% | 95 |
|
|
2022
Q1 | $1.45M | Sell |
4,335
-948
| -18% | -$317K | 0.11% | 87 |
|
|
2021
Q4 | $1.86M | Buy |
5,283
+2,277
| +76% | +$802K | 0.13% | 79 |
|
|
2021
Q3 | $777K | Sell |
3,006
-336
| -10% | -$86.9K | 0.06% | 137 |
|
|
2021
Q2 | $757K | Buy |
3,342
+375
| +13% | +$84.9K | 0.06% | 133 |
|
|
2021
Q1 | $661K | Buy |
2,967
+852
| +40% | +$190K | 0.06% | 123 |
|
|
2020
Q4 | $497K | Buy |
+2,115
| New | +$497K | 0.05% | 147 |
|
|
2017
Q1 | – | Sell |
-3,360
| Closed | -$48K | – | 502 |
|
|
2016
Q4 | $48K | Buy |
3,360
+1,215
| +57% | +$17.4K | 0.01% | 314 |
|
|
2016
Q3 | $29K | Buy |
2,145
+285
| +15% | +$3.85K | 0.01% | 414 |
|
|
2016
Q2 | $26K | Buy |
1,860
+1,650
| +786% | +$23.1K | 0.01% | 428 |
|
|
2016
Q1 | $3K | Hold |
210
| – | – | ﹤0.01% | 705 |
|
|
2015
Q4 | $3K | Hold |
210
| – | – | ﹤0.01% | 667 |
|
|
2015
Q3 | $3K | Hold |
210
| – | – | ﹤0.01% | 665 |
|
|
2015
Q2 | $4K | Buy |
210
+120
| +133% | +$2.29K | ﹤0.01% | 673 |
|
|
2015
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 687 |
|
|
2014
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 617 |
|