KCM Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
14,723
+100
| +0.7% | +$31.8K | 0.16% | 100 |
|
|
2025
Q1 | $3.79M | Sell |
14,623
-2,669
| -15% | -$692K | 0.14% | 107 |
|
|
2024
Q4 | $6.98M | Sell |
17,292
-1,745
| -9% | -$705K | 0.24% | 75 |
|
|
2024
Q3 | $4.98M | Sell |
19,037
-461
| -2% | -$121K | 0.17% | 97 |
|
|
2024
Q2 | $3.86M | Sell |
19,498
-910
| -4% | -$180K | 0.14% | 107 |
|
|
2024
Q1 | $3.59M | Sell |
20,408
-52
| -0.3% | -$9.14K | 0.13% | 116 |
|
|
2023
Q4 | $5.08M | Sell |
20,460
-2,331
| -10% | -$579K | 0.2% | 94 |
|
|
2023
Q3 | $5.7M | Sell |
22,791
-1,020
| -4% | -$255K | 0.25% | 85 |
|
|
2023
Q2 | $6.23M | Sell |
23,811
-11,488
| -33% | -$3.01M | 0.25% | 85 |
|
|
2023
Q1 | $7.32M | Buy |
35,299
+8,914
| +34% | +$1.85M | 0.3% | 79 |
|
|
2022
Q4 | $3.25M | Sell |
26,385
-125
| -0.5% | -$15.4K | 0.14% | 121 |
|
|
2022
Q3 | $7.03M | Sell |
26,510
-1,399
| -5% | -$371K | 0.33% | 75 |
|
|
2022
Q2 | $6.27M | Buy |
27,909
+312
| +1% | +$70K | 0.27% | 84 |
|
|
2022
Q1 | $9.91M | Sell |
27,597
-3,003
| -10% | -$1.08M | 0.36% | 69 |
|
|
2021
Q4 | $10.8M | Buy |
30,600
+1,827
| +6% | +$644K | 0.38% | 66 |
|
|
2021
Q3 | $7.44M | Sell |
28,773
-3,315
| -10% | -$857K | 0.3% | 79 |
|
|
2021
Q2 | $7.27M | Sell |
32,088
-1,560
| -5% | -$353K | 0.29% | 79 |
|
|
2021
Q1 | $7.49M | Sell |
33,648
-2,022
| -6% | -$450K | 0.33% | 72 |
|
|
2020
Q4 | $8.39M | Sell |
35,670
-1,482
| -4% | -$349K | 0.4% | 59 |
|
|
2020
Q3 | $5.31M | Sell |
37,152
-8,493
| -19% | -$1.21M | 0.29% | 74 |
|
|
2020
Q2 | $3.29M | Buy |
45,645
+1,455
| +3% | +$105K | 0.18% | 99 |
|
|
2020
Q1 | $1.54M | Sell |
44,190
-960
| -2% | -$33.5K | 0.1% | 125 |
|
|
2019
Q4 | $1.26M | Sell |
45,150
-780
| -2% | -$21.8K | 0.07% | 161 |
|
|
2019
Q3 | $738K | Sell |
45,930
-3,975
| -8% | -$63.9K | 0.04% | 200 |
|
|
2019
Q2 | $743K | Buy |
49,905
+705
| +1% | +$10.5K | 0.04% | 199 |
|
|
2019
Q1 | $918K | Buy |
49,200
+5,625
| +13% | +$105K | 0.06% | 179 |
|
|
2018
Q4 | $967K | Buy |
43,575
+1,500
| +4% | +$33.3K | 0.06% | 233 |
|
|
2018
Q3 | $743K | Sell |
42,075
-3,000
| -7% | -$53K | 0.04% | 279 |
|
|
2018
Q2 | $1.03M | Sell |
45,075
-7,050
| -14% | -$161K | 0.06% | 233 |
|
|
2018
Q1 | $925K | Sell |
52,125
-75
| -0.1% | -$1.33K | 0.06% | 267 |
|
|
2017
Q4 | $1.08M | Hold |
52,200
| – | – | 0.06% | 253 |
|
|
2017
Q3 | $1.19M | Sell |
52,200
-1,125
| -2% | -$25.6K | 0.07% | 235 |
|
|
2017
Q2 | $1.29M | Sell |
53,325
-1,245
| -2% | -$30K | 0.08% | 223 |
|
|
2017
Q1 | $1.01M | Sell |
54,570
-450
| -0.8% | -$8.35K | 0.06% | 249 |
|
|
2016
Q4 | $784K | Sell |
55,020
-780
| -1% | -$11.1K | 0.05% | 282 |
|
|
2016
Q3 | $759K | Sell |
55,800
-75
| -0.1% | -$1.02K | 0.05% | 290 |
|
|
2016
Q2 | $791K | Buy |
55,875
+16,125
| +41% | +$228K | 0.06% | 279 |
|
|
2016
Q1 | $609K | Buy |
39,750
+8,280
| +26% | +$127K | 0.04% | 308 |
|
|
2015
Q4 | $504K | Buy |
31,470
+1,470
| +5% | +$23.5K | 0.04% | 338 |
|
|
2015
Q3 | $497K | Buy |
30,000
+1,560
| +5% | +$25.8K | 0.04% | 342 |
|
|
2015
Q2 | $509K | Buy |
28,440
+6,135
| +28% | +$110K | 0.04% | 348 |
|
|
2015
Q1 | $281K | Sell |
22,305
-15
| -0.1% | -$189 | 0.02% | 439 |
|
|
2014
Q4 | $331K | Buy |
22,320
+4,620
| +26% | +$68.5K | 0.03% | 401 |
|
|
2014
Q3 | $286K | Sell |
17,700
-1,320
| -7% | -$21.3K | 0.03% | 420 |
|
|
2014
Q2 | $304K | Sell |
19,020
-315
| -2% | -$5.04K | 0.03% | 402 |
|
|
2014
Q1 | $269K | Sell |
19,335
-4,860
| -20% | -$67.6K | 0.03% | 389 |
|
|
2013
Q4 | $243K | Buy |
+24,195
| New | +$243K | 0.03% | 400 |
|