Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Sell |
740
-103
| -12% | -$35.7K | 0.13% | 140 |
|
|
2025
Q2 | $268K | Sell |
843
-300
| -26% | -$90.4K | 0.12% | 150 |
|
|
2025
Q1 | $296K | Sell |
1,143
-10
| -0.9% | -$3.33K | 0.14% | 136 |
|
|
2024
Q4 | $466K | Buy |
1,153
+503
| +77% | +$162K | 0.21% | 100 |
|
|
2024
Q3 | $170K | Sell |
650
-100
| -13% | -$22.8K | 0.07% | 206 |
|
|
2024
Q2 | $148K | Sell |
750
-275
| -27% | -$48.1K | 0.07% | 214 |
|
|
2024
Q1 | $180K | Sell |
1,025
-2,508
| -71% | -$490K | 0.08% | 195 |
|
|
2023
Q4 | $878K | Sell |
3,533
-25
| -0.7% | -$5.94K | 0.44% | 52 |
|
|
2023
Q3 | $890K | Hold |
3,558
| – | – | 0.46% | 54 |
|
|
2023
Q2 | $931K | Sell |
3,558
-130
| -4% | -$26K | 0.46% | 52 |
|
|
2023
Q1 | $765K | Buy |
3,688
+963
| +35% | +$168K | 0.4% | 61 |
|
|
2022
Q4 | $336K | Buy |
2,725
+100
| +4% | +$18.9K | 0.18% | 134 |
|
|
2022
Q3 | $696K | Buy |
2,625
+300
| +13% | +$83.8K | 0.37% | 67 |
|
|
2022
Q2 | $522K | Sell |
2,325
-27
| -1% | -$7.37K | 0.26% | 89 |
|
|
2022
Q1 | $845K | Buy |
2,352
+57
| +2% | +$17.8K | 0.36% | 62 |
|
|
2021
Q4 | $808K | Buy |
2,295
+171
| +8% | +$57.4K | 0.31% | 72 |
|
|
2021
Q3 | $549K | Sell |
2,124
-30
| -1% | -$7.06K | 0.23% | 103 |
|
|
2021
Q2 | $488K | Sell |
2,154
-390
| -15% | -$84.7K | 0.15% | 152 |
|
|
2021
Q1 | $566K | Buy |
2,544
+864
| +51% | +$217K | 0.17% | 129 |
|
|
2020
Q4 | $395K | Buy |
1,680
+735
| +78% | +$125K | 0.12% | 160 |
|
|
2020
Q3 | $135K | Sell |
945
-60
| -6% | -$7.08K | 0.05% | 287 |
|
|
2020
Q2 | $72K | Buy |
1,005
+855
| +570% | +$46.3K | 0.03% | 372 |
|
|
2020
Q1 | $5K | Buy |
150
+120
| +400% | +$4.97K | ﹤0.01% | 759 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 928 |
|
|
2019
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1029 |
|
|
2019
Q2 | $0 | Sell |
30
-4,950
| -99% | -$77K | ﹤0.01% | 1003 |
|
|
2019
Q1 | $93K | Buy |
4,980
+3,750
| +305% | +$75.3K | 0.03% | 392 |
|
|
2018
Q4 | $27K | Buy |
1,230
+225
| +22% | +$4.84K | 0.01% | 597 |
|
|
2018
Q3 | $18K | Sell |
1,005
-2,775
| -73% | -$57.8K | 0.01% | 754 |
|
|
2018
Q2 | $86K | Buy |
3,780
+3,000
| +385% | +$61K | 0.02% | 420 |
|
|
2018
Q1 | $14K | Buy |
+780
| New | +$17.2K | ﹤0.01% | 776 |
|
|
2015
Q1 | $70K | Sell |
5,535
-2,700
| -33% | -$36.4K | 0.02% | 445 |
|
|
2014
Q4 | $82K | Buy |
8,235
+5,985
| +266% | +$93.5K | 0.03% | 399 |
|
|
2014
Q3 | $37K | Buy |
+2,250
| New | +$37.1K | 0.01% | 526 |
|
Other funds holding TSLA
Optimum Investment Advisors's TSLA Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Tesla (TSLA) stake by 12% in Q3 2025, selling an estimated $35.7K and leaving 740 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #140.
Optimum Investment Advisors first reported a position in TSLA in Q3 2014 and has held it in 34 quarters since. The position peaked at $931K in Q2 2023. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.
- Optimum Investment Advisors held 740 shares of Tesla worth $329K as of Q3 2025.
- Optimum Investment Advisors sold 103 Tesla shares in Q3 2025, an estimated $35.7K.
- Tesla made up 0.13% of Optimum Investment Advisors's portfolio in Q3 2025, its #140 holding.
- Optimum Investment Advisors first reported a position in Tesla in Q3 2014 and has held it in 34 quarters since.
- Optimum Investment Advisors's Tesla position peaked at $931K in Q2 2023.
- 3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.