Mogy Joel R Investment Counsel’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
850
| – | – | 0.02% | 88 |
|
|
2025
Q1 | $220K | Sell |
850
-4,145
| -83% | -$1.07M | 0.01% | 91 |
|
|
2024
Q4 | $2.02M | Sell |
4,995
-4,367
| -47% | -$1.76M | 0.12% | 51 |
|
|
2024
Q3 | $2.45M | Sell |
9,362
-500
| -5% | -$131K | 0.15% | 48 |
|
|
2024
Q2 | $1.95M | Buy |
9,862
+450
| +5% | +$89K | 0.12% | 51 |
|
|
2024
Q1 | $1.65M | Buy |
9,412
+210
| +2% | +$36.9K | 0.11% | 53 |
|
|
2023
Q4 | $2.29M | Sell |
9,202
-350
| -4% | -$87K | 0.17% | 50 |
|
|
2023
Q3 | $2.39M | Hold |
9,552
| – | – | 0.2% | 49 |
|
|
2023
Q2 | $2.5M | Buy |
9,552
+300
| +3% | +$78.5K | 0.2% | 48 |
|
|
2023
Q1 | $1.92M | Hold |
9,252
| – | – | 0.17% | 54 |
|
|
2022
Q4 | $1.14M | Hold |
9,252
| – | – | 0.11% | 66 |
|
|
2022
Q3 | $2.45M | Sell |
9,252
-24
| -0.3% | -$6.37K | 0.26% | 48 |
|
|
2022
Q2 | $2.08M | Buy |
9,276
+75
| +0.8% | +$16.8K | 0.21% | 51 |
|
|
2022
Q1 | $3.31M | Buy |
9,201
+120
| +1% | +$43.1K | 0.26% | 46 |
|
|
2021
Q4 | $3.2M | Buy |
9,081
+69
| +0.8% | +$24.3K | 0.23% | 50 |
|
|
2021
Q3 | $2.33M | Hold |
9,012
| – | – | 0.19% | 51 |
|
|
2021
Q2 | $2.04M | Buy |
9,012
+4,092
| +83% | +$927K | 0.17% | 57 |
|
|
2021
Q1 | $1.1M | Hold |
4,920
| – | – | 0.11% | 74 |
|
|
2020
Q4 | $1.16M | Hold |
4,920
| – | – | 0.11% | 70 |
|
|
2020
Q3 | $704K | Sell |
4,920
-1,275
| -21% | -$182K | 0.08% | 79 |
|
|
2020
Q2 | $446K | Hold |
6,195
| – | – | 0.05% | 86 |
|
|
2020
Q1 | $216K | Buy |
+6,195
| New | +$216K | 0.03% | 100 |
|
|
2018
Q3 | – | Sell |
-8,775
| Closed | -$201K | – | 123 |
|
|
2018
Q2 | $201K | Buy |
+8,775
| New | +$201K | 0.03% | 121 |
|
|
2017
Q3 | – | Sell |
-8,775
| Closed | -$212K | – | 125 |
|
|
2017
Q2 | $212K | Buy |
+8,775
| New | +$212K | 0.04% | 122 |
|