NCM
Nelson Capital Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
696
-324
| -32% | -$103K | 0.03% | 98 |
|
|
2025
Q1 | $264K | Buy |
1,020
+3
| +0.3% | +$777 | 0.05% | 94 |
|
|
2024
Q4 | $411K | Sell |
1,017
-18
| -2% | -$7.27K | 0.07% | 87 |
|
|
2024
Q3 | $271K | Sell |
1,035
-30
| -3% | -$7.85K | 0.05% | 93 |
|
|
2024
Q2 | $211K | Buy |
+1,065
| New | +$211K | 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 | +$247K | 0.06% | 85 |
|
|
2022
Q4 | – | Sell |
-945
| Closed | -$251K | – | 101 |
|
|
2022
Q3 | $251K | Buy |
945
+630
| +200% | +$167K | 0.07% | 86 |
|
|
2022
Q2 | $212K | Sell |
315
-10
| -3% | -$6.73K | 0.06% | 95 |
|
|
2022
Q1 | $350K | Hold |
325
| – | – | 0.07% | 86 |
|
|
2021
Q4 | $343K | Hold |
325
| – | – | 0.06% | 89 |
|
|
2021
Q3 | $252K | Hold |
325
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $221K | Hold |
325
| – | – | 0.04% | 95 |
|
|
2021
Q1 | $217K | Hold |
325
| – | – | 0.05% | 95 |
|
|
2020
Q4 | $229K | Buy |
+325
| New | +$229K | 0.05% | 91 |
|
|
2019
Q4 | – | Sell |
-80
| Closed | -$19K | – | 274 |
|
|
2019
Q3 | $19K | Hold |
80
| – | – | ﹤0.01% | 215 |
|
|
2019
Q2 | $18K | Hold |
80
| – | – | ﹤0.01% | 203 |
|
|
2019
Q1 | $22K | Hold |
80
| – | – | 0.01% | 183 |
|
|
2018
Q4 | $27K | Hold |
80
| – | – | 0.01% | 170 |
|
|
2018
Q3 | $21K | Buy |
80
+10
| +14% | +$2.63K | ﹤0.01% | 180 |
|
|
2018
Q2 | $24K | Buy |
70
+2
| +3% | +$686 | 0.01% | 163 |
|
|
2018
Q1 | $18K | Hold |
68
| – | – | ﹤0.01% | 185 |
|
|
2017
Q4 | $21K | Sell |
68
-53
| -44% | -$16.4K | 0.01% | 200 |
|
|
2017
Q3 | $41K | Hold |
121
| – | – | 0.01% | 136 |
|
|
2017
Q2 | $44K | Hold |
121
| – | – | 0.01% | 135 |
|
|
2017
Q1 | $34K | Sell |
121
-25
| -17% | -$7.03K | 0.01% | 148 |
|
|
2016
Q4 | $31K | Buy |
146
+53
| +57% | +$11.3K | 0.01% | 146 |
|
|
2016
Q3 | $19K | Hold |
93
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $20K | Hold |
93
| – | – | 0.01% | 181 |
|
|
2016
Q1 | $21K | Buy |
+93
| New | +$21K | 0.01% | 165 |
|
|
2015
Q4 | – | Sell |
-348
| Closed | -$86K | – | 270 |
|
|
2015
Q3 | $86K | Buy |
348
+2
| +0.6% | +$494 | 0.03% | 94 |
|
|
2015
Q2 | $93K | Hold |
346
| – | – | 0.03% | 98 |
|
|
2015
Q1 | $65K | Sell |
346
-41
| -11% | -$7.7K | 0.02% | 106 |
|
|
2014
Q4 | $86K | Hold |
387
| – | – | 0.03% | 100 |
|
|
2014
Q3 | $94K | Hold |
387
| – | – | 0.04% | 99 |
|
|
2014
Q2 | $93K | Buy |
387
+66
| +21% | +$15.9K | 0.04% | 98 |
|
|
2014
Q1 | $67K | Buy |
321
+121
| +61% | +$25.3K | 0.03% | 104 |
|
|
2013
Q4 | $30K | Hold |
200
| – | – | 0.01% | 127 |
|
|
2013
Q3 | $39K | Buy |
+200
| New | +$39K | 0.02% | 117 |
|