KMG Fiduciary Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
13,526
+480
| +4% | +$152K | 0.32% | 76 |
|
|
2025
Q1 | $3.38M | Sell |
13,046
-1,392
| -10% | -$361K | 0.28% | 88 |
|
|
2024
Q4 | $5.83M | Sell |
14,438
-1,052
| -7% | -$425K | 0.48% | 56 |
|
|
2024
Q3 | $4.05M | Buy |
15,490
+304
| +2% | +$79.5K | 0.35% | 74 |
|
|
2024
Q2 | $3.01M | Buy |
15,186
+2,888
| +23% | +$571K | 0.3% | 81 |
|
|
2024
Q1 | $2.16M | Buy |
12,298
+5,283
| +75% | +$929K | 0.22% | 96 |
|
|
2023
Q4 | $1.74M | Buy |
7,015
+300
| +4% | +$74.5K | 0.2% | 107 |
|
|
2023
Q3 | $1.68M | Buy |
6,715
+303
| +5% | +$75.8K | 0.22% | 106 |
|
|
2023
Q2 | $1.68M | Sell |
6,412
-377
| -6% | -$98.7K | 0.22% | 108 |
|
|
2023
Q1 | $1.41M | Buy |
6,789
+2,175
| +47% | +$451K | 0.2% | 121 |
|
|
2022
Q4 | $568K | Sell |
4,614
-220
| -5% | -$27.1K | 0.09% | 156 |
|
|
2022
Q3 | $1.28M | Sell |
4,834
-65
| -1% | -$17.2K | 0.25% | 96 |
|
|
2022
Q2 | $1.1M | Buy |
4,899
+1,500
| +44% | +$337K | 0.21% | 99 |
|
|
2022
Q1 | $1.22M | Buy |
3,399
+66
| +2% | +$23.7K | 0.2% | 98 |
|
|
2021
Q4 | $1.17M | Buy |
3,333
+81
| +2% | +$28.5K | 0.18% | 99 |
|
|
2021
Q3 | $841K | Buy |
3,252
+102
| +3% | +$26.4K | 0.14% | 110 |
|
|
2021
Q2 | $714K | Buy |
3,150
+66
| +2% | +$15K | 0.13% | 119 |
|
|
2021
Q1 | $687K | Sell |
3,084
-267
| -8% | -$59.5K | 0.13% | 114 |
|
|
2020
Q4 | $821K | Buy |
3,351
+288
| +9% | +$70.6K | 0.17% | 101 |
|
|
2020
Q3 | $438K | Sell |
3,063
-2,862
| -48% | -$409K | 0.11% | 115 |
|
|
2020
Q2 | $427K | Sell |
5,925
-105
| -2% | -$7.57K | 0.12% | 99 |
|
|
2020
Q1 | $211K | Buy |
+6,030
| New | +$211K | 0.07% | 122 |
|