Loring Wolcott & Coolidge Fiduciary Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79M | Sell |
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|
2025
Q2 | $1.99M | Sell |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $5.89M | Sell |
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|
2024
Q3 | $4.42M | Sell |
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|
2024
Q2 | $4.48M | Sell |
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|
2024
Q1 | $2.6M | Sell |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $4.2M | Sell |
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|
2023
Q2 | $5.11M | Sell |
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|
2023
Q1 | $4.17M | Sell |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $5.52M | Sell |
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|
2022
Q2 | $4.79M | Buy |
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|
2022
Q1 | $7.64M | Sell |
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|
2021
Q4 | $7.88M | Buy |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $4.61M | Sell |
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|
2020
Q4 | $5.33M | Sell |
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|
2020
Q3 | $3.31M | Sell |
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|
2020
Q2 | $1.68M | Sell |
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|
2020
Q1 | $850K | Buy |
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|
2019
Q4 | $670K | Sell |
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|
2019
Q3 | $403K | Buy |
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|
2019
Q2 | $352K | Buy |
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|
2019
Q1 | $396K | Buy |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $458K | Sell |
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|
2018
Q1 | $365K | Buy |
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|
2017
Q4 | $404K | Hold |
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|
2017
Q3 | $442K | Hold |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $341K | Buy |
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|
2016
Q4 | $238K | Buy |
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|
2016
Q3 | $148K | Sell |
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|
2016
Q2 | $163K | Sell |
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|
2016
Q1 | $188K | Buy |
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|
2015
Q4 | $165K | Buy |
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|
2015
Q3 | $142K | Hold |
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|
2015
Q2 | $142K | Buy |
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|
2015
Q1 | $66K | Sell |
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|
2014
Q4 | $81K | Sell |
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|
2014
Q3 | $92K | Sell |
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|
2014
Q2 | $192K | Buy |
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|
2014
Q1 | $61K | Sell |
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|
2013
Q4 | $84K | Buy |
|