Roberts Capital 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 | $3.62M | Hold |
11,389
| – | – | 2.68% | 7 |
|
|
2025
Q1 | $2.95M | Buy |
11,389
+1,384
| +14% | +$359K | 2.59% | 6 |
|
|
2024
Q4 | $4.04M | Hold |
10,005
| – | – | 3.38% | 6 |
|
|
2024
Q3 | $2.62M | Hold |
10,005
| – | – | 2.24% | 9 |
|
|
2024
Q2 | $1.76M | Hold |
10,005
| – | – | 1.69% | 10 |
|
|
2024
Q1 | $1.76M | Buy |
+10,005
| New | +$1.76M | 1.69% | 10 |
|
|
2022
Q3 | $2.85M | Hold |
10,725
| – | – | 4.12% | 4 |
|
|
2022
Q2 | $2.41M | Hold |
10,725
| – | – | 3.3% | 4 |
|
|
2022
Q1 | $3.85M | Hold |
10,725
| – | – | 3.97% | 4 |
|
|
2021
Q4 | $3.78M | Buy |
+10,725
| New | +$3.78M | 3.52% | 4 |
|