Robertson Stephens Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
13,606
-86
| -0.6% | -$27.3K | 0.14% | 113 |
|
|
2025
Q1 | $3.55M | Sell |
13,692
-746
| -5% | -$193K | 0.12% | 133 |
|
|
2024
Q4 | $5.83M | Buy |
14,438
+2
| +0% | +$808 | 0.21% | 98 |
|
|
2024
Q3 | $3.78M | Buy |
14,436
+187
| +1% | +$48.9K | 0.14% | 137 |
|
|
2024
Q2 | $2.82M | Sell |
14,249
-1,406
| -9% | -$278K | 0.14% | 117 |
|
|
2024
Q1 | $2.75M | Sell |
15,655
-266
| -2% | -$46.8K | 0.15% | 117 |
|
|
2023
Q4 | $3.96M | Buy |
15,921
+561
| +4% | +$139K | 0.24% | 76 |
|
|
2023
Q3 | $3.84M | Buy |
15,360
+98
| +0.6% | +$24.5K | 0.26% | 80 |
|
|
2023
Q2 | $4M | Sell |
15,262
-3,619
| -19% | -$947K | 0.28% | 77 |
|
|
2023
Q1 | $3.92M | Buy |
18,881
+3,737
| +25% | +$775K | 0.3% | 70 |
|
|
2022
Q4 | $1.87M | Sell |
15,144
-32
| -0.2% | -$3.94K | 0.18% | 110 |
|
|
2022
Q3 | $4.03M | Sell |
15,176
-439
| -3% | -$116K | 0.42% | 47 |
|
|
2022
Q2 | $3.51M | Buy |
15,615
+975
| +7% | +$219K | 0.33% | 61 |
|
|
2022
Q1 | $5.26M | Buy |
14,640
+3,555
| +32% | +$1.28M | 0.44% | 40 |
|
|
2021
Q4 | $3.9M | Buy |
11,085
+1,944
| +21% | +$685K | 0.33% | 65 |
|
|
2021
Q3 | $2.36M | Buy |
9,141
+240
| +3% | +$62K | 0.27% | 64 |
|
|
2021
Q2 | $2.02M | Sell |
8,901
-408
| -4% | -$92.4K | 0.24% | 70 |
|
|
2021
Q1 | $2.07M | Sell |
9,309
-2,463
| -21% | -$548K | 0.33% | 57 |
|
|
2020
Q4 | $2.77M | Sell |
11,772
-1,563
| -12% | -$368K | 0.58% | 41 |
|
|
2020
Q3 | $1.91M | Hold |
13,335
| – | – | 0.47% | 46 |
|
|
2020
Q2 | $959K | Hold |
13,335
| – | – | 0.28% | 72 |
|
|
2020
Q1 | $466K | Buy |
+13,335
| New | +$466K | 0.16% | 108 |
|