Occidental Asset Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.04M | Buy |
8,170
+279
| +4% | +$115K | 0.36% | 69 |
|
|
2025
Q4 | $3.55M | Buy |
7,891
+468
| +6% | +$207K | 0.43% | 66 |
|
|
2025
Q3 | $3.3M | Buy |
7,423
+791
| +12% | +$274K | 0.41% | 65 |
|
|
2025
Q2 | $2.11M | Buy |
6,632
+114
| +2% | +$34.3K | 0.29% | 79 |
|
|
2025
Q1 | $1.69M | Sell |
6,518
-382
| -6% | -$127K | 0.26% | 84 |
|
|
2024
Q4 | $2.79M | Sell |
6,900
-169
| -2% | -$54.4K | 0.43% | 64 |
|
|
2024
Q3 | $1.85M | Sell |
7,069
-319
| -4% | -$72.7K | 0.3% | 83 |
|
|
2024
Q2 | $1.46M | Buy |
7,388
+2,867
| +63% | +$501K | 0.26% | 93 |
|
|
2024
Q1 | $795K | Buy |
4,521
+114
| +3% | +$22.3K | 0.15% | 112 |
|
|
2023
Q4 | $1.1M | Sell |
4,407
-243
| -5% | -$57.8K | 0.23% | 107 |
|
|
2023
Q3 | $1.16M | Sell |
4,650
-1,114
| -19% | -$286K | 0.27% | 90 |
|
|
2023
Q2 | $1.51M | Buy |
5,764
+30
| +0.5% | +$6K | 0.34% | 81 |
|
|
2023
Q1 | $1.19M | Buy |
5,734
+153
| +3% | +$26.7K | 0.3% | 94 |
|
|
2022
Q4 | $687K | Sell |
5,581
-493
| -8% | -$93.3K | 0.19% | 116 |
|
|
2022
Q3 | $1.61M | Buy |
6,074
+14
| +0.2% | +$3.91K | 0.48% | 61 |
|
|
2022
Q2 | $1.36M | Buy |
6,060
+183
| +3% | +$50K | 0.4% | 71 |
|
|
2022
Q1 | $2.11M | Buy |
5,877
+450
| +8% | +$140K | 0.54% | 49 |
|
|
2021
Q4 | $1.91M | Sell |
5,427
-300
| -5% | -$101K | 0.45% | 70 |
|
|
2021
Q3 | $1.48M | Sell |
5,727
-483
| -8% | -$114K | 0.38% | 77 |
|
|
2021
Q2 | $1.41M | Buy |
6,210
+1,326
| +27% | +$288K | 0.37% | 78 |
|
|
2021
Q1 | $1.09M | Buy |
4,884
+105
| +2% | +$26.4K | 0.32% | 87 |
|
|
2020
Q4 | $1.12M | Buy |
4,779
+2,349
| +97% | +$401K | 0.37% | 77 |
|
|
2020
Q3 | $347K | Buy |
+2,430
| New | +$287K | 0.14% | 109 |
|
|
2019
Q1 | – | Sell |
-9,315
| Closed | -$207K | – | 154 |
|
|
2018
Q4 | $207K | Buy |
+9,315
| New | +$200K | 0.12% | 134 |
|
Other funds holding TSLA
VCM
VPM
