Lee, Danner & Bass’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+719
| New | +$228K | 0.02% | 207 |
|
|
2025
Q1 | – | Sell |
-2,031
| Closed | -$820K | – | 666 |
|
|
2024
Q4 | $820K | Sell |
2,031
-450
| -18% | -$182K | 0.07% | 142 |
|
|
2024
Q3 | $649K | Sell |
2,481
-116
| -4% | -$30.3K | 0.05% | 158 |
|
|
2024
Q2 | $514K | Buy |
+2,597
| New | +$514K | 0.04% | 166 |
|
|
2023
Q4 | $645K | Sell |
2,597
-44
| -2% | -$10.9K | 0.06% | 149 |
|
|
2023
Q3 | $661K | Hold |
2,641
| – | – | 0.06% | 145 |
|
|
2023
Q2 | $691K | Buy |
2,641
+67
| +3% | +$17.5K | 0.06% | 147 |
|
|
2023
Q1 | $534K | Hold |
2,574
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $317K | Hold |
2,574
| – | – | 0.03% | 173 |
|
|
2022
Q3 | $683K | Sell |
2,574
-135
| -5% | -$35.8K | 0.07% | 139 |
|
|
2022
Q2 | $608K | Sell |
2,709
-153
| -5% | -$34.3K | 0.06% | 140 |
|
|
2022
Q1 | $1.03M | Buy |
2,862
+663
| +30% | +$238K | 0.09% | 124 |
|
|
2021
Q4 | $775K | Sell |
2,199
-6
| -0.3% | -$2.12K | 0.07% | 136 |
|
|
2021
Q3 | $570K | Sell |
2,205
-135
| -6% | -$34.9K | 0.05% | 147 |
|
|
2021
Q2 | $530K | Hold |
2,340
| – | – | 0.05% | 149 |
|
|
2021
Q1 | $521K | Buy |
2,340
+45
| +2% | +$10K | 0.05% | 146 |
|
|
2020
Q4 | $540K | Buy |
2,295
+420
| +22% | +$98.8K | 0.06% | 138 |
|
|
2020
Q3 | $268K | Buy |
+1,875
| New | +$268K | 0.03% | 162 |
|