Loring Wolcott & Coolidge Fiduciary Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
6,254
-1,885
| -23% | -$599K | 0.02% | 127 |
|
|
2025
Q1 | $2.04M | Sell |
8,139
-6,684
| -45% | -$1.68M | 0.02% | 124 |
|
|
2024
Q4 | $5.89M | Sell |
14,823
-2,136
| -13% | -$848K | 0.05% | 91 |
|
|
2024
Q3 | $4.42M | Sell |
16,959
-489
| -3% | -$127K | 0.04% | 103 |
|
|
2024
Q2 | $4.48M | Sell |
17,448
-845
| -5% | -$217K | 0.04% | 88 |
|
|
2024
Q1 | $2.6M | Sell |
18,293
-779
| -4% | -$111K | 0.03% | 102 |
|
|
2023
Q4 | $3.57M | Sell |
19,072
-143
| -0.7% | -$26.8K | 0.04% | 93 |
|
|
2023
Q3 | $4.2M | Sell |
19,215
-315
| -2% | -$68.8K | 0.05% | 85 |
|
|
2023
Q2 | $5.11M | Sell |
19,530
-571
| -3% | -$149K | 0.05% | 80 |
|
|
2023
Q1 | $4.17M | Sell |
20,101
-1,189
| -6% | -$247K | 0.05% | 89 |
|
|
2022
Q4 | $2.62M | Buy |
21,290
+484
| +2% | +$59.6K | 0.03% | 101 |
|
|
2022
Q3 | $5.52M | Sell |
20,806
-527
| -2% | -$140K | 0.07% | 80 |
|
|
2022
Q2 | $4.79M | Buy |
21,333
+63
| +0.3% | +$14.1K | 0.06% | 84 |
|
|
2022
Q1 | $7.64M | Sell |
21,270
-1,089
| -5% | -$391K | 0.08% | 76 |
|
|
2021
Q4 | $7.88M | Buy |
22,359
+765
| +4% | +$269K | 0.07% | 78 |
|
|
2021
Q3 | $5.58M | Buy |
21,594
+780
| +4% | +$202K | 0.06% | 85 |
|
|
2021
Q2 | $4.72M | Buy |
20,814
+108
| +0.5% | +$24.5K | 0.05% | 91 |
|
|
2021
Q1 | $4.61M | Sell |
20,706
-1,938
| -9% | -$431K | 0.05% | 88 |
|
|
2020
Q4 | $5.33M | Sell |
22,644
-540
| -2% | -$127K | 0.06% | 81 |
|
|
2020
Q3 | $3.32M | Sell |
23,184
-96
| -0.4% | -$13.7K | 0.04% | 95 |
|
|
2020
Q2 | $1.68M | Sell |
23,280
-1,050
| -4% | -$75.6K | 0.02% | 118 |
|
|
2020
Q1 | $850K | Buy |
24,330
+300
| +1% | +$10.5K | 0.01% | 136 |
|
|
2019
Q4 | $670K | Sell |
24,030
-1,065
| -4% | -$29.7K | 0.01% | 180 |
|
|
2019
Q3 | $403K | Buy |
25,095
+1,500
| +6% | +$24.1K | 0.01% | 213 |
|
|
2019
Q2 | $352K | Buy |
23,595
+2,385
| +11% | +$35.6K | 0.01% | 218 |
|
|
2019
Q1 | $396K | Buy |
21,210
+1,740
| +9% | +$32.5K | 0.01% | 206 |
|
|
2018
Q4 | $432K | Sell |
19,470
-570
| -3% | -$12.6K | 0.01% | 204 |
|
|
2018
Q3 | $354K | Hold |
20,040
| – | – | 0.01% | 222 |
|
|
2018
Q2 | $458K | Sell |
20,040
-525
| -3% | -$12K | 0.01% | 204 |
|
|
2018
Q1 | $365K | Buy |
20,565
+1,110
| +6% | +$19.7K | 0.01% | 219 |
|
|
2017
Q4 | $404K | Hold |
19,455
| – | – | 0.01% | 216 |
|
|
2017
Q3 | $442K | Hold |
19,455
| – | – | 0.01% | 204 |
|
|
2017
Q2 | $420K | Buy |
19,455
+1,050
| +6% | +$22.7K | 0.01% | 204 |
|
|
2017
Q1 | $341K | Buy |
18,405
+1,665
| +10% | +$30.8K | 0.01% | 218 |
|
|
2016
Q4 | $238K | Buy |
16,740
+5,865
| +54% | +$83.4K | 0.01% | 250 |
|
|
2016
Q3 | $148K | Sell |
10,875
-675
| -6% | -$9.19K | ﹤0.01% | 294 |
|
|
2016
Q2 | $163K | Sell |
11,550
-750
| -6% | -$10.6K | ﹤0.01% | 275 |
|
|
2016
Q1 | $188K | Buy |
12,300
+1,980
| +19% | +$30.3K | ﹤0.01% | 246 |
|
|
2015
Q4 | $165K | Buy |
10,320
+2,370
| +30% | +$37.9K | ﹤0.01% | 280 |
|
|
2015
Q3 | $142K | Hold |
7,950
| – | – | ﹤0.01% | 313 |
|
|
2015
Q2 | $142K | Buy |
7,950
+2,700
| +51% | +$48.2K | ﹤0.01% | 313 |
|
|
2015
Q1 | $66K | Sell |
5,250
-225
| -4% | -$2.83K | ﹤0.01% | 404 |
|
|
2014
Q4 | $81K | Sell |
5,475
-225
| -4% | -$3.33K | ﹤0.01% | 378 |
|
|
2014
Q3 | $92K | Sell |
5,700
-6,300
| -53% | -$102K | ﹤0.01% | 349 |
|
|
2014
Q2 | $192K | Buy |
12,000
+7,575
| +171% | +$121K | 0.01% | 279 |
|
|
2014
Q1 | $61K | Sell |
4,425
-3,975
| -47% | -$54.8K | ﹤0.01% | 396 |
|
|
2013
Q4 | $84K | Buy |
+8,400
| New | +$84K | ﹤0.01% | 350 |
|