Newman Dignan & Sheerar Inc’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
1,205
+185
| +18% | +$58.8K | 0.09% | 131 |
|
|
2025
Q1 | $264K | Buy |
1,020
+219
| +27% | +$56.8K | 0.07% | 147 |
|
|
2024
Q4 | $323K | Sell |
801
-295
| -27% | -$119K | 0.08% | 137 |
|
|
2024
Q3 | $288K | Sell |
1,096
-35
| -3% | -$9.19K | 0.07% | 150 |
|
|
2024
Q2 | $224K | Buy |
+1,131
| New | +$224K | 0.06% | 163 |
|
|
2024
Q1 | – | Sell |
-958
| Closed | -$238K | – | 186 |
|
|
2023
Q4 | $238K | Buy |
958
+52
| +6% | +$12.9K | 0.07% | 152 |
|
|
2023
Q3 | $227K | Sell |
906
-25
| -3% | -$6.26K | 0.07% | 156 |
|
|
2023
Q2 | $244K | Buy |
+931
| New | +$244K | 0.08% | 166 |
|
|
2022
Q4 | – | Sell |
-861
| Closed | -$228 | – | 200 |
|
|
2022
Q3 | $228 | Buy |
+861
| New | +$228 | 0.04% | 162 |
|
|
2022
Q2 | – | Sell |
-771
| Closed | -$277 | – | 204 |
|
|
2022
Q1 | $277 | Buy |
771
+90
| +13% | +$32 | 0.05% | 157 |
|
|
2021
Q4 | $240K | Buy |
+681
| New | +$240K | 0.07% | 178 |
|
|
2021
Q1 | – | Sell |
-1,344
| Closed | -$316 | – | 188 |
|
|
2020
Q4 | $316 | Sell |
1,344
-852
| -39% | -$200 | 0.05% | 129 |
|
|
2020
Q3 | $314K | Sell |
2,196
-474
| -18% | -$67.8K | 0.13% | 125 |
|
|
2020
Q2 | $265K | Buy |
+2,670
| New | +$265K | 0.11% | 125 |
|