Patten & Patten’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $758K | Sell |
2,388
-1,343
| -36% | -$427K | 0.05% | 196 |
|
2025
Q1 | $967K | Buy |
3,731
+31
| +0.8% | +$8.03K | 0.06% | 176 |
|
2024
Q4 | $1.49M | Sell |
3,700
-53
| -1% | -$21.4K | 0.1% | 140 |
|
2024
Q3 | $982K | Buy |
3,753
+156
| +4% | +$40.8K | 0.07% | 167 |
|
2024
Q2 | $712K | Sell |
3,597
-968
| -21% | -$192K | 0.05% | 178 |
|
2024
Q1 | $802K | Sell |
4,565
-36
| -0.8% | -$6.33K | 0.06% | 175 |
|
2023
Q4 | $1.14M | Buy |
4,601
+48
| +1% | +$11.9K | 0.09% | 142 |
|
2023
Q3 | $1.14M | Hold |
4,553
| – | – | 0.1% | 135 |
|
2023
Q2 | $1.19M | Sell |
4,553
-127
| -3% | -$33.2K | 0.1% | 133 |
|
2023
Q1 | $971K | Sell |
4,680
-176
| -4% | -$36.5K | 0.09% | 147 |
|
2022
Q4 | $598K | Sell |
4,856
-1,048
| -18% | -$129K | 0.05% | 178 |
|
2022
Q3 | $1.57M | Sell |
5,904
-1,350
| -19% | -$358K | 0.15% | 106 |
|
2022
Q2 | $1.63M | Sell |
7,254
-810
| -10% | -$182K | 0.14% | 107 |
|
2022
Q1 | $2.9M | Buy |
8,064
+960
| +14% | +$345K | 0.21% | 84 |
|
2021
Q4 | $2.5M | Sell |
7,104
-90
| -1% | -$31.7K | 0.17% | 94 |
|
2021
Q3 | $1.86M | Sell |
7,194
-114
| -2% | -$29.5K | 0.14% | 103 |
|
2021
Q2 | $1.66M | Sell |
7,308
-1,626
| -18% | -$368K | 0.13% | 113 |
|
2021
Q1 | $1.99M | Buy |
8,934
+294
| +3% | +$65.5K | 0.16% | 98 |
|
2020
Q4 | $2.03M | Sell |
8,640
-945
| -10% | -$222K | 0.18% | 91 |
|
2020
Q3 | $1.37M | Buy |
9,585
+3,810
| +66% | +$545K | 0.14% | 106 |
|
2020
Q2 | $416K | Buy |
+5,775
| New | +$416K | 0.05% | 185 |
|
2018
Q1 | – | Sell |
-11,550
| Closed | -$240K | – | 239 |
|
2017
Q4 | $240K | Buy |
+11,550
| New | +$240K | 0.02% | 221 |
|
2017
Q3 | – | Sell |
-24,750
| Closed | -$597K | – | 259 |
|
2017
Q2 | $597K | Buy |
+24,750
| New | +$597K | 0.07% | 166 |
|
2015
Q4 | – | Sell |
-13,500
| Closed | -$224K | – | 223 |
|
2015
Q3 | $224K | Buy |
+13,500
| New | +$224K | 0.03% | 190 |
|
2014
Q2 | – | Sell |
-25,245
| Closed | -$351K | – | 246 |
|
2014
Q1 | $351K | Buy |
+25,245
| New | +$351K | 0.05% | 208 |
|
2013
Q4 | – | Sell |
-27,495
| Closed | -$354K | – | 258 |
|
2013
Q3 | $354K | Buy |
+27,495
| New | +$354K | 0.05% | 188 |
|