Litman Gregory Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,465
| Closed | -$367K | – | 126 |
|
|
2023
Q3 | $367K | Buy |
1,465
+601
| +70% | +$150K | 0.04% | 96 |
|
|
2023
Q2 | $226K | Sell |
864
-3,699
| -81% | -$968K | 0.03% | 80 |
|
|
2023
Q1 | $947K | Buy |
+4,563
| New | +$947K | 0.35% | 18 |
|
|
2022
Q4 | – | Sell |
-1,053
| Closed | -$279K | – | 81 |
|
|
2022
Q3 | $279K | Sell |
1,053
-1,125
| -52% | -$298K | 0.04% | 67 |
|
|
2022
Q2 | $489K | Buy |
+2,178
| New | +$489K | 0.07% | 63 |
|
|
2022
Q1 | – | Sell |
-2,229
| Closed | -$785K | – | 82 |
|
|
2021
Q4 | $785K | Sell |
2,229
-15
| -0.7% | -$5.28K | 0.13% | 49 |
|
|
2021
Q3 | $580K | Buy |
2,244
+687
| +44% | +$178K | 0.11% | 50 |
|
|
2021
Q2 | $519 | Buy |
1,557
+117
| +8% | +$39 | 0.1% | 49 |
|
|
2021
Q1 | $321K | Sell |
1,440
-30
| -2% | -$6.69K | 0.06% | 53 |
|
|
2020
Q4 | $346K | Sell |
1,470
-30
| -2% | -$7.06K | 0.06% | 53 |
|
|
2020
Q3 | $215K | Sell |
1,500
-450
| -23% | -$64.5K | 0.04% | 56 |
|
|
2020
Q2 | $140K | Hold |
1,950
| – | – | 0.03% | 60 |
|
|
2020
Q1 | $68K | Hold |
1,950
| – | – | 0.02% | 72 |
|
|
2019
Q4 | $54K | Hold |
1,950
| – | – | 0.01% | 90 |
|
|
2019
Q3 | $31K | Hold |
1,950
| – | – | 0.01% | 93 |
|
|
2019
Q2 | $29K | Hold |
1,950
| – | – | 0.01% | 118 |
|
|
2019
Q1 | $36K | Hold |
1,950
| – | – | 0.01% | 77 |
|
|
2018
Q4 | $43K | Buy |
+1,950
| New | +$43K | 0.01% | 77 |
|