Obermeyer Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
1,828
+475
| +35% | +$151K | 0.03% | 144 |
|
|
2025
Q1 | $351K | Buy |
1,353
+84
| +7% | +$21.8K | 0.02% | 183 |
|
|
2024
Q4 | $512K | Buy |
1,269
+52
| +4% | +$21K | 0.03% | 147 |
|
|
2024
Q3 | $318K | Buy |
1,217
+35
| +3% | +$9.15K | 0.02% | 198 |
|
|
2024
Q2 | $234K | Sell |
1,182
-5
| -0.4% | -$989 | 0.01% | 216 |
|
|
2024
Q1 | $209K | Buy |
1,187
+104
| +10% | +$18.3K | 0.01% | 242 |
|
|
2023
Q4 | $269K | Sell |
1,083
-25
| -2% | -$6.21K | 0.02% | 184 |
|
|
2023
Q3 | $277K | Sell |
1,108
-789
| -42% | -$197K | 0.02% | 167 |
|
|
2023
Q2 | $497K | Buy |
1,897
+720
| +61% | +$188K | 0.04% | 119 |
|
|
2023
Q1 | $244K | Buy |
+1,177
| New | +$244K | 0.02% | 186 |
|
|
2022
Q4 | – | Sell |
-2,561
| Closed | -$679K | – | 238 |
|
|
2022
Q3 | $679K | Buy |
2,561
+89
| +4% | +$23.6K | 0.06% | 84 |
|
|
2022
Q2 | $555K | Buy |
2,472
+204
| +9% | +$45.8K | 0.04% | 105 |
|
|
2022
Q1 | $815K | Buy |
2,268
+27
| +1% | +$9.7K | 0.05% | 89 |
|
|
2021
Q4 | $789K | Sell |
2,241
-2,421
| -52% | -$852K | 0.04% | 92 |
|
|
2021
Q3 | $1.21M | Hold |
4,662
| – | – | 0.07% | 65 |
|
|
2021
Q2 | $1.06M | Sell |
4,662
-345
| -7% | -$78.1K | 0.06% | 75 |
|
|
2021
Q1 | $1.12M | Sell |
5,007
-1,101
| -18% | -$245K | 0.07% | 68 |
|
|
2020
Q4 | $1.44M | Sell |
6,108
-1,812
| -23% | -$426K | 0.1% | 54 |
|
|
2020
Q3 | $1.13M | Sell |
7,920
-15
| -0.2% | -$2.15K | 0.08% | 55 |
|
|
2020
Q2 | $571K | Sell |
7,935
-60
| -0.8% | -$4.32K | 0.05% | 70 |
|
|
2020
Q1 | $279K | Buy |
7,995
+495
| +7% | +$17.3K | 0.03% | 94 |
|
|
2019
Q4 | $209K | Buy |
+7,500
| New | +$209K | 0.02% | 125 |
|