Joule Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Sell |
4,754
-2,833
| -37% | -$900K | 0.49% | 28 |
|
2025
Q1 | $1.97M | Sell |
7,587
-62
| -0.8% | -$16.1K | 0.69% | 24 |
|
2024
Q4 | $3.09M | Sell |
7,649
-78
| -1% | -$31.5K | 1.09% | 12 |
|
2024
Q3 | $2.02M | Buy |
7,727
+620
| +9% | +$162K | 0.74% | 21 |
|
2024
Q2 | $1.41M | Buy |
+7,107
| New | +$1.41M | 0.57% | 25 |
|
2024
Q1 | – | Sell |
-5,344
| Closed | -$1.33M | – | 114 |
|
2023
Q4 | $1.33M | Buy |
5,344
+572
| +12% | +$142K | 0.62% | 24 |
|
2023
Q3 | $1.19M | Buy |
4,772
+306
| +7% | +$76.6K | 0.61% | 23 |
|
2023
Q2 | $1.17M | Buy |
4,466
+1,532
| +52% | +$401K | 0.6% | 23 |
|
2023
Q1 | $609K | Sell |
2,934
-503
| -15% | -$104K | 0.33% | 41 |
|
2022
Q4 | $423K | Buy |
3,437
+1,391
| +68% | +$171K | 0.28% | 49 |
|
2022
Q3 | $543K | Buy |
2,046
+561
| +38% | +$149K | 0.41% | 43 |
|
2022
Q2 | $334K | Buy |
+1,485
| New | +$334K | 0.26% | 54 |
|