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 |
|