Rothschild Investment LLC’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.32M Buy
10,467
+95
+0.9% +$30.2K 0.21% 109
2025
Q1
$2.69M Sell
10,372
-262
-2% -$67.9K 0.18% 120
2024
Q4
$4.29M Sell
10,634
-83
-0.8% -$33.5K 0.28% 79
2024
Q3
$2.8M Buy
10,717
+145
+1% +$37.9K 0.18% 112
2024
Q2
$2.09M Buy
10,572
+3,620
+52% +$716K 0.15% 131
2024
Q1
$1.22M Sell
6,952
-773
-10% -$136K 0.09% 201
2023
Q4
$1.92M Buy
7,725
+2,496
+48% +$620K 0.16% 120
2023
Q3
$1.31M Buy
5,229
+1,234
+31% +$309K 0.11% 170
2023
Q2
$1.05M Buy
3,995
+859
+27% +$225K 0.09% 214
2023
Q1
$651K Buy
3,136
+107
+4% +$22.2K 0.06% 267
2022
Q4
$373K Buy
3,029
+119
+4% +$14.7K 0.03% 332
2022
Q3
$772K Buy
2,910
+6
+0.2% +$1.59K 0.08% 235
2022
Q2
$652K Sell
2,904
-36
-1% -$8.08K 0.06% 257
2022
Q1
$1.06M Sell
2,940
-60
-2% -$21.6K 0.08% 219
2021
Q4
$1.06M Buy
3,000
+6
+0.2% +$2.11K 0.08% 220
2021
Q3
$774K Sell
2,994
-165
-5% -$42.7K 0.07% 243
2021
Q2
$716K Buy
3,159
+1,446
+84% +$328K 0.06% 263
2021
Q1
$381K Sell
1,713
-285
-14% -$63.4K 0.03% 354
2020
Q4
$470K Buy
1,998
+165
+9% +$38.8K 0.05% 297
2020
Q3
$262K Buy
+1,833
New +$262K 0.03% 356
2017
Q2
Sell
-313,035
Closed -$5.81M 482
2017
Q1
$5.81M Sell
313,035
-46,725
-13% -$867K 0.68% 38
2016
Q4
$5.13M Buy
359,760
+1,050
+0.3% +$15K 0.62% 43
2016
Q3
$4.88M Sell
358,710
-2,055
-0.6% -$28K 0.6% 45
2016
Q2
$5.11M Buy
+360,765
New +$5.11M 0.65% 40