Ramsay Stattman Vela & Price’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.01M Sell
12,620
-400
-3% -$127K 0.75% 40
2025
Q1
$3.37M Sell
13,020
-1,000
-7% -$259K 0.64% 42
2024
Q4
$5.66M Hold
14,020
1.05% 31
2024
Q3
$3.67M Sell
14,020
-2,030
-13% -$531K 0.68% 42
2024
Q2
$3.18M Sell
16,050
-1,200
-7% -$237K 0.6% 43
2024
Q1
$3.03M Sell
17,250
-20
-0.1% -$3.52K 0.58% 43
2023
Q4
$4.29M Hold
17,270
0.87% 38
2023
Q3
$4.32M Hold
17,270
0.94% 38
2023
Q2
$4.52M Hold
17,270
0.92% 37
2023
Q1
$3.58M Sell
17,270
-135
-0.8% -$28K 0.77% 38
2022
Q4
$2.14M Hold
17,405
0.48% 45
2022
Q3
$4.62M Sell
17,405
-40
-0.2% -$10.6K 1.15% 32
2022
Q2
$3.92M Buy
17,445
+285
+2% +$64K 0.88% 37
2022
Q1
$6.16M Buy
+17,160
New +$6.16M 1.2% 33