Operose Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
1,090
-12
| -1% | -$3.81K | 0.1% | 94 |
|
|
2025
Q1 | $286K | Buy |
1,102
+262
| +31% | +$67.9K | 0.09% | 102 |
|
|
2024
Q4 | $339K | Sell |
840
-208
| -20% | -$84K | 0.12% | 93 |
|
|
2024
Q3 | $274K | Hold |
1,048
| – | – | 0.09% | 116 |
|
|
2024
Q2 | $207K | Hold |
1,048
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $184K | Sell |
1,048
-93
| -8% | -$16.3K | 0.06% | 159 |
|
|
2023
Q4 | $284K | Sell |
1,141
-200
| -15% | -$49.7K | 0.11% | 88 |
|
|
2023
Q3 | $336K | Sell |
1,341
-96
| -7% | -$24K | 0.13% | 76 |
|
|
2023
Q2 | $376K | Buy |
1,437
+96
| +7% | +$25.1K | 0.17% | 55 |
|
|
2023
Q1 | $278K | Buy |
1,341
+93
| +7% | +$19.3K | 0.14% | 54 |
|
|
2022
Q4 | $154K | Sell |
1,248
-90
| -7% | -$11.1K | 0.08% | 85 |
|
|
2022
Q3 | $355K | Hold |
1,338
| – | – | 0.23% | 34 |
|
|
2022
Q2 | $300K | Hold |
1,338
| – | – | 0.21% | 35 |
|
|
2022
Q1 | $481K | Buy |
1,338
+18
| +1% | +$6.47K | 0.33% | 29 |
|
|
2021
Q4 | $465K | Buy |
+1,320
| New | +$465K | 0.38% | 27 |
|