Nicolet Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
8,851
+194
| +2% | +$58.7K | 0.23% | 54 |
|
|
2025
Q1 | $2.19M | Buy |
8,657
+383
| +5% | +$96.7K | 0.22% | 56 |
|
|
2024
Q4 | $3.27M | Sell |
8,274
-770
| -9% | -$304K | 0.3% | 50 |
|
|
2024
Q3 | $2.18M | Buy |
9,044
+286
| +3% | +$68.8K | 0.21% | 57 |
|
|
2024
Q2 | $2.31M | Buy |
8,758
+752
| +9% | +$198K | 0.22% | 55 |
|
|
2024
Q1 | $1.42M | Sell |
8,006
-288
| -3% | -$50.9K | 0.14% | 77 |
|
|
2023
Q4 | $1.97M | Sell |
8,294
-1,219
| -13% | -$290K | 0.21% | 58 |
|
|
2023
Q3 | $2.48M | Buy |
9,513
+579
| +6% | +$151K | 0.28% | 52 |
|
|
2023
Q2 | $2.47M | Buy |
8,934
+836
| +10% | +$231K | 0.27% | 52 |
|
|
2023
Q1 | $1.5M | Buy |
8,098
+2,204
| +37% | +$408K | 0.17% | 67 |
|
|
2022
Q4 | $726K | Buy |
5,894
+1,246
| +27% | +$154K | 0.1% | 101 |
|
|
2022
Q3 | $1.04M | Buy |
4,648
+115
| +3% | +$25.6K | 0.17% | 56 |
|
|
2022
Q2 | $1.11M | Sell |
4,533
-126
| -3% | -$30.8K | 0.16% | 60 |
|
|
2022
Q1 | $1.59M | Buy |
4,659
+42
| +0.9% | +$14.4K | 0.21% | 49 |
|
|
2021
Q4 | $1.63M | Sell |
4,617
-54
| -1% | -$19K | 0.2% | 50 |
|
|
2021
Q3 | $1.21M | Buy |
4,671
+84
| +2% | +$21.7K | 0.15% | 62 |
|
|
2021
Q2 | $1.04M | Buy |
4,587
+42
| +0.9% | +$9.51K | 0.14% | 63 |
|
|
2021
Q1 | $1.01M | Sell |
4,545
-4,446
| -49% | -$990K | 0.14% | 61 |
|
|
2020
Q4 | $2.12M | Sell |
8,991
-267
| -3% | -$62.8K | 0.3% | 42 |
|
|
2020
Q3 | $1.32M | Sell |
9,258
-132
| -1% | -$18.9K | 0.21% | 53 |
|
|
2020
Q2 | $676K | Buy |
9,390
+465
| +5% | +$33.5K | 0.1% | 93 |
|
|
2020
Q1 | $312K | Buy |
8,925
+1,680
| +23% | +$58.7K | 0.06% | 137 |
|
|
2019
Q4 | $202K | Buy |
+7,245
| New | +$202K | 0.03% | 167 |
|