Optimum Investment 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 | $268K | Sell |
843
-300
| -26% | -$95.3K | 0.12% | 150 |
|
|
2025
Q1 | $296K | Sell |
1,143
-10
| -0.9% | -$2.59K | 0.14% | 136 |
|
|
2024
Q4 | $466K | Buy |
1,153
+503
| +77% | +$203K | 0.21% | 100 |
|
|
2024
Q3 | $170K | Sell |
650
-100
| -13% | -$26.2K | 0.07% | 206 |
|
|
2024
Q2 | $148K | Sell |
750
-275
| -27% | -$54.4K | 0.07% | 214 |
|
|
2024
Q1 | $180K | Sell |
1,025
-2,508
| -71% | -$441K | 0.08% | 195 |
|
|
2023
Q4 | $878K | Sell |
3,533
-25
| -0.7% | -$6.21K | 0.44% | 52 |
|
|
2023
Q3 | $890K | Hold |
3,558
| – | – | 0.46% | 54 |
|
|
2023
Q2 | $931K | Sell |
3,558
-130
| -4% | -$34K | 0.46% | 52 |
|
|
2023
Q1 | $765K | Buy |
3,688
+963
| +35% | +$200K | 0.4% | 61 |
|
|
2022
Q4 | $336K | Buy |
2,725
+100
| +4% | +$12.3K | 0.18% | 134 |
|
|
2022
Q3 | $696K | Buy |
2,625
+300
| +13% | +$79.5K | 0.37% | 67 |
|
|
2022
Q2 | $522K | Sell |
2,325
-27
| -1% | -$6.06K | 0.26% | 89 |
|
|
2022
Q1 | $845K | Buy |
2,352
+57
| +2% | +$20.5K | 0.36% | 62 |
|
|
2021
Q4 | $808K | Buy |
2,295
+171
| +8% | +$60.2K | 0.31% | 72 |
|
|
2021
Q3 | $549K | Sell |
2,124
-30
| -1% | -$7.75K | 0.23% | 103 |
|
|
2021
Q2 | $488K | Sell |
2,154
-390
| -15% | -$88.4K | 0.15% | 152 |
|
|
2021
Q1 | $566K | Buy |
2,544
+864
| +51% | +$192K | 0.17% | 129 |
|
|
2020
Q4 | $395K | Buy |
1,680
+735
| +78% | +$173K | 0.12% | 160 |
|
|
2020
Q3 | $135K | Sell |
945
-60
| -6% | -$8.57K | 0.05% | 287 |
|
|
2020
Q2 | $72K | Buy |
1,005
+855
| +570% | +$61.3K | 0.03% | 372 |
|
|
2020
Q1 | $5K | Buy |
150
+120
| +400% | +$4K | ﹤0.01% | 758 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 924 |
|
|
2019
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q2 | $0 | Sell |
30
-4,950
| -99% | – | ﹤0.01% | 993 |
|
|
2019
Q1 | $93K | Buy |
4,980
+3,750
| +305% | +$70K | 0.03% | 392 |
|
|
2018
Q4 | $27K | Buy |
1,230
+225
| +22% | +$4.94K | 0.01% | 597 |
|
|
2018
Q3 | $18K | Sell |
1,005
-2,775
| -73% | -$49.7K | 0.01% | 753 |
|
|
2018
Q2 | $86K | Buy |
3,780
+3,000
| +385% | +$68.3K | 0.02% | 420 |
|
|
2018
Q1 | $14K | Buy |
+780
| New | +$14K | ﹤0.01% | 776 |
|
|
2015
Q1 | $70K | Sell |
5,535
-2,700
| -33% | -$34.1K | 0.02% | 445 |
|
|
2014
Q4 | $82K | Buy |
8,235
+5,985
| +266% | +$59.6K | 0.03% | 399 |
|
|
2014
Q3 | $37K | Buy |
+2,250
| New | +$37K | 0.01% | 526 |
|