OneDigital Investment Advisors’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 | $14.1M | Sell |
37,798
-5,342
| -12% | -$2.2M | 0.14% | 139 |
|
|
2025
Q4 | $19.4M | Buy |
43,140
+7,073
| +20% | +$3.14M | 0.19% | 107 |
|
|
2025
Q3 | $16M | Buy |
36,067
+448
| +1% | +$155K | 0.16% | 123 |
|
|
2025
Q2 | $11.3M | Buy |
35,619
+546
| +2% | +$164K | 0.13% | 146 |
|
|
2025
Q1 | $9.09M | Sell |
35,073
-2,203
| -6% | -$734K | 0.11% | 165 |
|
|
2024
Q4 | $15.1M | Sell |
37,276
-7,054
| -16% | -$2.27M | 0.17% | 112 |
|
|
2024
Q3 | $11.6M | Buy |
44,330
+2,818
| +7% | +$643K | 0.13% | 135 |
|
|
2024
Q2 | $8.21M | Buy |
41,512
+7,662
| +23% | +$1.34M | 0.1% | 166 |
|
|
2024
Q1 | $5.95M | Buy |
33,850
+2,261
| +7% | +$442K | 0.09% | 176 |
|
|
2023
Q4 | $7.85M | Sell |
31,589
-9,117
| -22% | -$2.17M | 0.14% | 139 |
|
|
2023
Q3 | $10.2M | Buy |
40,706
+2,433
| +6% | +$625K | 0.22% | 95 |
|
|
2023
Q2 | $10M | Buy |
38,273
+1,792
| +5% | +$358K | 0.22% | 90 |
|
|
2023
Q1 | $7.57M | Buy |
36,481
+4,166
| +13% | +$727K | 0.18% | 105 |
|
|
2022
Q4 | $3.98M | Buy |
32,315
+2,051
| +7% | +$388K | 0.12% | 150 |
|
|
2022
Q3 | $8.03M | Buy |
30,264
+5,601
| +23% | +$1.56M | 0.3% | 53 |
|
|
2022
Q2 | $5.54M | Sell |
24,663
-4,191
| -15% | -$1.14M | 0.24% | 62 |
|
|
2022
Q1 | $10.4M | Buy |
28,854
+2,028
| +8% | +$632K | 0.39% | 40 |
|
|
2021
Q4 | $9.45M | Buy |
26,826
+276
| +1% | +$92.6K | 0.35% | 50 |
|
|
2021
Q3 | $6.86M | Sell |
26,550
-2,073
| -7% | -$488K | 0.27% | 55 |
|
|
2021
Q2 | $6.49M | Sell |
28,623
-12,360
| -30% | -$2.68M | 0.27% | 59 |
|
|
2021
Q1 | $9.13M | Sell |
40,983
-1,494
| -4% | -$375K | 0.43% | 41 |
|
|
2020
Q4 | $10.3M | Buy |
42,477
+5,835
| +16% | +$996K | 0.54% | 38 |
|
|
2020
Q3 | $5.2M | Sell |
36,642
-5,508
| -13% | -$650K | 0.36% | 56 |
|
|
2020
Q2 | $3.26M | Sell |
42,150
-900
| -2% | -$48.7K | 0.24% | 82 |
|
|
2020
Q1 | $1.64M | Sell |
43,050
-5,610
| -12% | -$233K | 0.15% | 138 |
|
|
2019
Q4 | $1.36M | Buy |
48,660
+10,455
| +27% | +$227K | 0.11% | 163 |
|
|
2019
Q3 | $613K | Sell |
38,205
-945
| -2% | -$14.8K | 0.06% | 236 |
|
|
2019
Q2 | $583K | Buy |
39,150
+36,210
| +1,232% | +$564K | 0.05% | 227 |
|
|
2019
Q1 | $55K | Sell |
2,940
-30
| -1% | -$602 | 0.01% | 482 |
|
|
2018
Q4 | $66K | Buy |
+2,970
| New | +$63.9K | 0.01% | 410 |
|
|
2018
Q3 | – | Sell |
-10,995
| Closed | -$252K | – | 1234 |
|
|
2018
Q2 | $252K | Buy |
10,995
+555
| +5% | +$11.3K | 0.05% | 181 |
|
|
2018
Q1 | $185K | Buy |
10,440
+300
| +3% | +$6.6K | 0.04% | 237 |
|
|
2017
Q4 | $210K | Sell |
10,140
-255
| -2% | -$5.55K | 0.02% | 223 |
|
|
2017
Q3 | $237K | Buy |
10,395
+930
| +10% | +$21.5K | 0.09% | 133 |
|
|
2017
Q2 | $229K | Buy |
+9,465
| New | +$208K | 0.07% | 182 |
|
Other funds holding TSLA
VCM
VPM
