Kozak & 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 | $306K | Buy |
1,033
+225
| +28% | +$66.6K | 0.06% | 63 |
|
|
2025
Q1 | $204K | Buy |
808
+200
| +33% | +$50.5K | 0.05% | 70 |
|
|
2024
Q4 | $250K | Sell |
608
-15
| -2% | -$6.16K | 0.06% | 70 |
|
|
2024
Q3 | $138K | Hold |
623
| – | – | 0.03% | 93 |
|
|
2024
Q2 | $154K | Hold |
623
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $109K | Sell |
623
-3,541
| -85% | -$619K | 0.03% | 98 |
|
|
2023
Q4 | $916K | Sell |
4,164
-8,531
| -67% | -$1.88M | 0.29% | 23 |
|
|
2023
Q3 | $3.31M | Buy |
12,695
+8,685
| +217% | +$2.26M | 1.21% | 16 |
|
|
2023
Q2 | $1.12M | Buy |
4,010
+544
| +16% | +$152K | 0.45% | 22 |
|
|
2023
Q1 | $719K | Buy |
3,466
+596
| +21% | +$124K | 0.32% | 30 |
|
|
2022
Q4 | $354K | Buy |
2,870
+497
| +21% | +$61.3K | 0.18% | 56 |
|
|
2022
Q3 | $514K | Buy |
2,373
+1,920
| +424% | +$416K | 0.32% | 29 |
|
|
2022
Q2 | $102K | Buy |
453
+42
| +10% | +$9.46K | 0.07% | 102 |
|
|
2022
Q1 | $115K | Hold |
411
| – | – | 0.07% | 105 |
|
|
2021
Q4 | $115K | Hold |
411
| – | – | 0.07% | 105 |
|
|
2021
Q3 | $139K | Buy |
+411
| New | +$139K | 0.08% | 92 |
|