Klingman & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
6,432
+1,382
| +27% | +$439K | 0.11% | 77 |
|
|
2025
Q1 | $1.31M | Sell |
5,050
-160
| -3% | -$41.5K | 0.08% | 94 |
|
|
2024
Q4 | $2.1M | Buy |
5,210
+1,050
| +25% | +$424K | 0.13% | 69 |
|
|
2024
Q3 | $1.09M | Buy |
4,160
+130
| +3% | +$34K | 0.07% | 106 |
|
|
2024
Q2 | $797K | Buy |
4,030
+291
| +8% | +$57.6K | 0.05% | 108 |
|
|
2024
Q1 | $657K | Sell |
3,739
-258
| -6% | -$45.4K | 0.05% | 120 |
|
|
2023
Q4 | $993K | Buy |
3,997
+278
| +7% | +$69.1K | 0.07% | 94 |
|
|
2023
Q3 | $931K | Buy |
3,719
+1,192
| +47% | +$298K | 0.08% | 93 |
|
|
2023
Q2 | $661K | Buy |
2,527
+84
| +3% | +$22K | 0.05% | 113 |
|
|
2023
Q1 | $507K | Buy |
2,443
+488
| +25% | +$101K | 0.04% | 116 |
|
|
2022
Q4 | $241K | Buy |
1,955
+72
| +4% | +$8.87K | 0.02% | 177 |
|
|
2022
Q3 | $499K | Buy |
1,883
+299
| +19% | +$79.2K | 0.05% | 108 |
|
|
2022
Q2 | $356K | Buy |
1,584
+51
| +3% | +$11.5K | 0.03% | 138 |
|
|
2022
Q1 | $551K | Buy |
1,533
+153
| +11% | +$55K | 0.05% | 112 |
|
|
2021
Q4 | $486K | Buy |
1,380
+198
| +17% | +$69.7K | 0.04% | 110 |
|
|
2021
Q3 | $306K | Buy |
1,182
+114
| +11% | +$29.5K | 0.03% | 135 |
|
|
2021
Q2 | $242K | Sell |
1,068
-12
| -1% | -$2.72K | 0.02% | 144 |
|
|
2021
Q1 | $240K | Buy |
1,080
+132
| +14% | +$29.3K | 0.02% | 146 |
|
|
2020
Q4 | $223K | Buy |
+948
| New | +$223K | 0.03% | 144 |
|