Schubert & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Buy |
2,764
+63
| +2% | +$20K | 0.62% | 24 |
|
|
2025
Q1 | $700K | Buy |
2,701
+1,107
| +69% | +$287K | 0.48% | 24 |
|
|
2024
Q4 | $644K | Sell |
1,594
-344
| -18% | -$139K | 0.43% | 24 |
|
|
2024
Q3 | $507K | Buy |
1,938
+31
| +2% | +$8.11K | 0.36% | 28 |
|
|
2024
Q2 | $335K | Hold |
1,907
| – | – | 0.29% | 25 |
|
|
2024
Q1 | $335K | Sell |
1,907
-15
| -0.8% | -$2.64K | 0.29% | 25 |
|
|
2023
Q4 | $478K | Sell |
1,922
-78
| -4% | -$19.4K | 0.43% | 19 |
|
|
2023
Q3 | $500K | Sell |
2,000
-29
| -1% | -$7.26K | 0.51% | 16 |
|
|
2023
Q2 | $531K | Sell |
2,029
-74
| -4% | -$19.4K | 0.5% | 14 |
|
|
2023
Q1 | $436K | Buy |
2,103
+24
| +1% | +$4.98K | 0.39% | 19 |
|
|
2022
Q4 | $256K | Sell |
2,079
-37
| -2% | -$4.56K | 0.23% | 26 |
|
|
2022
Q3 | $561K | Buy |
2,116
+7
| +0.3% | +$1.86K | 0.54% | 11 |
|
|
2022
Q2 | $473K | Buy |
2,109
+1,527
| +262% | +$342K | 0.44% | 12 |
|
|
2022
Q1 | $209K | Buy |
582
+483
| +488% | +$173K | 0.23% | 22 |
|
|
2021
Q4 | $35K | Buy |
+99
| New | +$35K | 0.04% | 58 |
|