Novare Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.51M | Buy |
11,042
+547
| +5% | +$174K | 0.29% | 71 |
|
2025
Q1 | $2.72M | Buy |
10,495
+8,086
| +336% | +$2.1M | 0.24% | 79 |
|
2024
Q4 | $973K | Sell |
2,409
-467
| -16% | -$189K | 0.08% | 112 |
|
2024
Q3 | $752K | Buy |
2,876
+25
| +0.9% | +$6.54K | 0.06% | 123 |
|
2024
Q2 | $564K | Sell |
2,851
-1,077
| -27% | -$213K | 0.05% | 129 |
|
2024
Q1 | $690K | Sell |
3,928
-23,520
| -86% | -$4.13M | 0.06% | 121 |
|
2023
Q4 | $6.82M | Sell |
27,448
-324
| -1% | -$80.5K | 0.69% | 59 |
|
2023
Q3 | $6.95M | Sell |
27,772
-1,095
| -4% | -$274K | 0.78% | 57 |
|
2023
Q2 | $7.56M | Buy |
28,867
+1,482
| +5% | +$388K | 0.81% | 56 |
|
2023
Q1 | $5.68M | Buy |
27,385
+5,823
| +27% | +$1.21M | 0.65% | 64 |
|
2022
Q4 | $2.66M | Buy |
21,562
+5,668
| +36% | +$698K | 0.31% | 78 |
|
2022
Q3 | $4.22M | Buy |
15,894
+13,374
| +531% | +$3.55M | 0.54% | 69 |
|
2022
Q2 | $566K | Hold |
2,520
| – | – | 0.07% | 115 |
|
2022
Q1 | $905K | Hold |
2,520
| – | – | 0.1% | 102 |
|
2021
Q4 | $888K | Sell |
2,520
-186
| -7% | -$65.5K | 0.09% | 99 |
|
2021
Q3 | $699K | Hold |
2,706
| – | – | 0.08% | 98 |
|
2021
Q2 | $613K | Buy |
2,706
+1,053
| +64% | +$239K | 0.07% | 102 |
|
2021
Q1 | $368K | Buy |
1,653
+540
| +49% | +$120K | 0.04% | 111 |
|
2020
Q4 | $262K | Sell |
1,113
-342
| -24% | -$80.5K | 0.03% | 122 |
|
2020
Q3 | $208K | Buy |
+1,455
| New | +$208K | 0.03% | 134 |
|