Schaper Benz & Wise Investment Counsel’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
2,189
+135
| +7% | +$42.9K | 0.05% | 107 |
|
|
2025
Q1 | $532K | Buy |
2,054
+654
| +47% | +$170K | 0.04% | 117 |
|
|
2024
Q4 | $565K | Buy |
1,400
+68
| +5% | +$27.5K | 0.05% | 111 |
|
|
2024
Q3 | $348K | Sell |
1,332
-30
| -2% | -$7.85K | 0.03% | 129 |
|
|
2024
Q2 | $270K | Buy |
1,362
+77
| +6% | +$15.2K | 0.02% | 130 |
|
|
2024
Q1 | $226K | Buy |
1,285
+100
| +8% | +$17.6K | 0.02% | 139 |
|
|
2023
Q4 | $294K | Sell |
1,185
-19
| -2% | -$4.72K | 0.03% | 117 |
|
|
2023
Q3 | $301K | Buy |
1,204
+100
| +9% | +$25K | 0.03% | 119 |
|
|
2023
Q2 | $289K | Hold |
1,104
| – | – | 0.03% | 121 |
|
|
2023
Q1 | $229K | Buy |
+1,104
| New | +$229K | 0.02% | 130 |
|
|
2022
Q4 | – | Sell |
-1,104
| Closed | -$293K | – | 140 |
|
|
2022
Q3 | $293K | Sell |
1,104
-27
| -2% | -$7.17K | 0.03% | 115 |
|
|
2022
Q2 | $254K | Buy |
1,131
+75
| +7% | +$16.8K | 0.03% | 131 |
|
|
2022
Q1 | $379K | Buy |
1,056
+9
| +0.9% | +$3.23K | 0.03% | 118 |
|
|
2021
Q4 | $369K | Sell |
1,047
-120
| -10% | -$42.3K | 0.03% | 122 |
|
|
2021
Q3 | $302K | Buy |
1,167
+9
| +0.8% | +$2.33K | 0.03% | 111 |
|
|
2021
Q2 | $262K | Buy |
1,158
+6
| +0.5% | +$1.36K | 0.02% | 115 |
|
|
2021
Q1 | $256K | Sell |
1,152
-432
| -27% | -$96K | 0.03% | 113 |
|
|
2020
Q4 | $373K | Buy |
+1,584
| New | +$373K | 0.04% | 102 |
|