Nelson Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240K | Sell |
645
-161
| -20% | -$66.3K | 0.03% | 103 |
|
|
2025
Q4 | $362K | Buy |
806
+110
| +16% | +$48.8K | 0.04% | 95 |
|
|
2025
Q3 | $310K | Hold |
696
| – | – | 0.04% | 98 |
|
|
2025
Q2 | $221K | Sell |
696
-324
| -32% | -$97.6K | 0.03% | 98 |
|
|
2025
Q1 | $264K | Buy |
1,020
+3
| +0.3% | +$1K | 0.05% | 94 |
|
|
2024
Q4 | $411K | Sell |
1,017
-18
| -2% | -$5.79K | 0.07% | 88 |
|
|
2024
Q3 | $271K | Sell |
1,035
-30
| -3% | -$6.84K | 0.05% | 94 |
|
|
2024
Q2 | $211K | Buy |
+1,065
| New | +$186K | 0.04% | 99 |
|
|
2024
Q1 | – | Sell |
-945
| Closed | -$235K | – | 105 |
|
|
2023
Q4 | $235K | Hold |
945
| – | – | 0.05% | 91 |
|
|
2023
Q3 | $236K | Hold |
945
| – | – | 0.06% | 88 |
|
|
2023
Q2 | $247K | Buy |
+945
| New | +$189K | 0.06% | 85 |
|
|
2022
Q4 | – | Sell |
-945
| Closed | -$251K | – | 101 |
|
|
2022
Q3 | $251K | Hold |
945
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $212K | Sell |
945
-30
| -3% | -$8.19K | 0.06% | 95 |
|
|
2022
Q1 | $350K | Hold |
975
| – | – | 0.07% | 86 |
|
|
2021
Q4 | $343K | Hold |
975
| – | – | 0.06% | 89 |
|
|
2021
Q3 | $252K | Hold |
975
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $221K | Hold |
975
| – | – | 0.04% | 95 |
|
|
2021
Q1 | $217K | Hold |
975
| – | – | 0.05% | 95 |
|
|
2020
Q4 | $229K | Buy |
+975
| New | +$166K | 0.05% | 91 |
|
|
2019
Q4 | – | Sell |
-1,200
| Closed | -$19K | – | 274 |
|
|
2019
Q3 | $19K | Hold |
1,200
| – | – | ﹤0.01% | 215 |
|
|
2019
Q2 | $18K | Hold |
1,200
| – | – | ﹤0.01% | 203 |
|
|
2019
Q1 | $22K | Hold |
1,200
| – | – | 0.01% | 183 |
|
|
2018
Q4 | $27K | Hold |
1,200
| – | – | 0.01% | 170 |
|
|
2018
Q3 | $21K | Buy |
1,200
+150
| +14% | +$3.12K | ﹤0.01% | 180 |
|
|
2018
Q2 | $24K | Buy |
1,050
+30
| +3% | +$610 | 0.01% | 163 |
|
|
2018
Q1 | $18K | Hold |
1,020
| – | – | ﹤0.01% | 185 |
|
|
2017
Q4 | $21K | Sell |
1,020
-795
| -44% | -$17.3K | 0.01% | 200 |
|
|
2017
Q3 | $41K | Hold |
1,815
| – | – | 0.01% | 136 |
|
|
2017
Q2 | $44K | Hold |
1,815
| – | – | 0.01% | 135 |
|
|
2017
Q1 | $34K | Sell |
1,815
-375
| -17% | -$6.34K | 0.01% | 148 |
|
|
2016
Q4 | $31K | Buy |
2,190
+795
| +57% | +$10.4K | 0.01% | 146 |
|
|
2016
Q3 | $19K | Hold |
1,395
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $20K | Hold |
1,395
| – | – | 0.01% | 181 |
|
|
2016
Q1 | $21K | Buy |
+1,395
| New | +$18.4K | 0.01% | 165 |
|
|
2015
Q4 | – | Sell |
-5,220
| Closed | -$86K | – | 270 |
|
|
2015
Q3 | $86K | Buy |
5,220
+30
| +0.6% | +$510 | 0.03% | 94 |
|
|
2015
Q2 | $93K | Hold |
5,190
| – | – | 0.03% | 98 |
|
|
2015
Q1 | $65K | Sell |
5,190
-615
| -11% | -$8.3K | 0.02% | 106 |
|
|
2014
Q4 | $86K | Hold |
5,805
| – | – | 0.03% | 100 |
|
|
2014
Q3 | $94K | Hold |
5,805
| – | – | 0.04% | 99 |
|
|
2014
Q2 | $93K | Buy |
5,805
+990
| +21% | +$13.8K | 0.04% | 98 |
|
|
2014
Q1 | $67K | Buy |
4,815
+1,815
| +61% | +$24.3K | 0.03% | 104 |
|
|
2013
Q4 | $30K | Hold |
3,000
| – | – | 0.01% | 127 |
|
|
2013
Q3 | $39K | Buy |
+3,000
| New | +$29.7K | 0.02% | 117 |
|
Other funds holding TSLA
VCM
VPM
