Schechter Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.6M | Sell |
10,043
-2,630
| -21% | -$682K | 0.21% | 95 |
|
|
2024
Q4 | $5.12M | Buy |
12,673
+548
| +5% | +$221K | 0.39% | 52 |
|
|
2024
Q3 | $3.17M | Buy |
12,125
+4,173
| +52% | +$1.09M | 0.23% | 84 |
|
|
2024
Q2 | $1.57M | Buy |
7,952
+5,584
| +236% | +$1.1M | 0.12% | 164 |
|
|
2024
Q1 | $416K | Sell |
2,368
-5,961
| -72% | -$1.05M | 0.03% | 419 |
|
|
2023
Q4 | $2.07M | Sell |
8,329
-445
| -5% | -$111K | 0.18% | 113 |
|
|
2023
Q3 | $2.2M | Buy |
8,774
+1,739
| +25% | +$435K | 0.21% | 89 |
|
|
2023
Q2 | $1.84M | Buy |
7,035
+333
| +5% | +$87.2K | 0.17% | 125 |
|
|
2023
Q1 | $1.39M | Buy |
6,702
+2,624
| +64% | +$544K | 0.13% | 188 |
|
|
2022
Q4 | $502K | Sell |
4,078
-9,448
| -70% | -$1.16M | 0.05% | 503 |
|
|
2022
Q3 | $3.59M | Buy |
13,526
+5,750
| +74% | +$1.53M | 0.35% | 39 |
|
|
2022
Q2 | $1.75M | Buy |
7,776
+285
| +4% | +$64K | 0.17% | 115 |
|
|
2022
Q1 | $2.69M | Buy |
7,491
+1,824
| +32% | +$655K | 0.25% | 63 |
|
|
2021
Q4 | $2M | Buy |
+5,667
| New | +$2M | 0.18% | 117 |
|