Kovitz Investment Group 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 | $46.4M | Buy |
146,118
+11,391
| +8% | +$3.62M | 0.2% | 104 |
|
|
2025
Q1 | $34.9M | Buy |
134,727
+12,954
| +11% | +$3.36M | 0.18% | 116 |
|
|
2024
Q4 | $49.2M | Sell |
121,773
-18,804
| -13% | -$7.59M | 0.24% | 90 |
|
|
2024
Q3 | $27.7M | Buy |
140,577
+59,040
| +72% | +$11.6M | 0.2% | 99 |
|
|
2024
Q2 | $16.1M | Buy |
81,537
+74,393
| +1,041% | +$14.7M | 0.14% | 114 |
|
|
2024
Q1 | $1.26M | Buy |
7,144
+6,015
| +533% | +$1.06M | 0.02% | 368 |
|
|
2023
Q4 | $281K | Buy |
1,129
+239
| +27% | +$59.4K | ﹤0.01% | 365 |
|
|
2023
Q3 | $223K | Sell |
890
-164
| -16% | -$41K | ﹤0.01% | 374 |
|
|
2023
Q2 | $276K | Sell |
1,054
-1,100
| -51% | -$288K | ﹤0.01% | 371 |
|
|
2023
Q1 | $447K | Buy |
+2,154
| New | +$447K | 0.01% | 352 |
|
|
2022
Q2 | – | Sell |
-2,880
| Closed | -$1.03M | – | 420 |
|
|
2022
Q1 | $1.03M | Sell |
2,880
-1,695
| -37% | -$609K | 0.02% | 288 |
|
|
2021
Q4 | $1.08M | Buy |
4,575
+2,052
| +81% | +$483K | 0.03% | 264 |
|
|
2021
Q3 | $652K | Sell |
2,523
-3,702
| -59% | -$957K | 0.01% | 329 |
|
|
2021
Q2 | $1.41M | Buy |
6,225
+3,270
| +111% | +$741K | 0.03% | 264 |
|
|
2021
Q1 | $658K | Sell |
2,955
-1,620
| -35% | -$361K | 0.02% | 319 |
|
|
2020
Q4 | $1.08M | Buy |
4,575
+1,080
| +31% | +$254K | 0.03% | 260 |
|
|
2020
Q3 | $500K | Sell |
3,495
-315
| -8% | -$45.1K | 0.01% | 319 |
|
|
2020
Q2 | $274K | Buy |
+3,810
| New | +$274K | 0.01% | 338 |
|