Morningstar Investment Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,341
| Closed | -$5.3M | – | 382 |
|
|
2024
Q3 | $5.3M | Buy |
20,341
+12,078
| +146% | +$3.15M | 0.05% | 141 |
|
|
2024
Q2 | $1.63M | Buy |
8,263
+3,329
| +67% | +$657K | 0.02% | 174 |
|
|
2024
Q1 | $887K | Sell |
4,934
-4,222
| -46% | -$759K | 0.01% | 195 |
|
|
2023
Q4 | $2.32M | Buy |
9,156
+4,945
| +117% | +$1.25M | 0.01% | 178 |
|
|
2023
Q3 | $1.04M | Buy |
4,211
+683
| +19% | +$168K | 0.01% | 173 |
|
|
2023
Q2 | $908K | Buy |
3,528
+2,391
| +210% | +$615K | 0.01% | 174 |
|
|
2023
Q1 | $222K | Buy |
+1,137
| New | +$222K | ﹤0.01% | 221 |
|