Seven Post Investment Office’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,250
| Closed | -$589K | – | 54 |
|
|
2024
Q3 | $589K | Hold |
2,250
| – | – | 0.09% | 38 |
|
|
2024
Q2 | $445K | Hold |
2,250
| – | – | 0.08% | 41 |
|
|
2024
Q1 | $396K | Hold |
2,250
| – | – | 0.1% | 46 |
|
|
2023
Q4 | $559K | Hold |
2,250
| – | – | 0.14% | 36 |
|
|
2023
Q3 | $563K | Hold |
2,250
| – | – | 0.16% | 34 |
|
|
2023
Q2 | $589K | Hold |
2,250
| – | – | 0.18% | 33 |
|
|
2023
Q1 | $467K | Hold |
2,250
| – | – | 0.17% | 34 |
|
|
2022
Q4 | $277K | Hold |
2,250
| – | – | 0.1% | 45 |
|
|
2022
Q3 | $597K | Hold |
2,250
| – | – | 0.23% | 26 |
|
|
2022
Q2 | $505K | Hold |
2,250
| – | – | 0.19% | 29 |
|
|
2022
Q1 | $808K | Hold |
2,250
| – | – | 0.25% | 26 |
|
|
2021
Q4 | $793K | Hold |
2,250
| – | – | 0.21% | 26 |
|
|
2021
Q3 | $582K | Hold |
2,250
| – | – | 0.18% | 29 |
|
|
2021
Q2 | $510K | Hold |
2,250
| – | – | 0.15% | 31 |
|
|
2021
Q1 | $501K | Hold |
2,250
| – | – | 0.18% | 26 |
|
|
2020
Q4 | $529K | Hold |
2,250
| – | – | 0.22% | 24 |
|
|
2020
Q3 | $322K | Buy |
+2,250
| New | +$322K | 0.13% | 32 |
|