SIC
Sigma Investment Counselors’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
5,642
+345
| +7% | +$110K | 0.1% | 92 |
|
|
2025
Q1 | $1.37M | Sell |
5,297
-435
| -8% | -$113K | 0.08% | 96 |
|
|
2024
Q4 | $2.31M | Sell |
5,732
-90
| -2% | -$36.3K | 0.14% | 87 |
|
|
2024
Q3 | $1.52M | Sell |
5,822
-252
| -4% | -$65.9K | 0.09% | 92 |
|
|
2024
Q2 | $1.2M | Hold |
6,074
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $1.07M | Sell |
6,074
-165
| -3% | -$29K | 0.07% | 100 |
|
|
2023
Q4 | $1.55M | Sell |
6,239
-586
| -9% | -$146K | 0.11% | 90 |
|
|
2023
Q3 | $1.71M | Buy |
6,825
+146
| +2% | +$36.5K | 0.13% | 86 |
|
|
2023
Q2 | $1.75M | Buy |
6,679
+454
| +7% | +$119K | 0.13% | 89 |
|
|
2023
Q1 | $1.29M | Buy |
6,225
+270
| +5% | +$56K | 0.1% | 91 |
|
|
2022
Q4 | $734K | Sell |
5,955
-475
| -7% | -$58.5K | 0.06% | 107 |
|
|
2022
Q3 | $1.71M | Buy |
6,430
+4,303
| +202% | +$1.14M | 0.15% | 82 |
|
|
2022
Q2 | $1.43M | Sell |
2,127
-23
| -1% | -$15.5K | 0.12% | 88 |
|
|
2022
Q1 | $2.32M | Buy |
2,150
+102
| +5% | +$110K | 0.17% | 76 |
|
|
2021
Q4 | $2.16M | Sell |
2,048
-4
| -0.2% | -$4.23K | 0.15% | 79 |
|
|
2021
Q3 | $1.59M | Hold |
2,052
| – | – | 0.12% | 85 |
|
|
2021
Q2 | $1.4M | Buy |
2,052
+89
| +5% | +$60.5K | 0.1% | 88 |
|
|
2021
Q1 | $1.31M | Sell |
1,963
-140
| -7% | -$93.5K | 0.11% | 88 |
|
|
2020
Q4 | $1.48M | Buy |
2,103
+233
| +12% | +$164K | 0.13% | 83 |
|
|
2020
Q3 | $802K | Buy |
1,870
+1,458
| +354% | +$625K | 0.16% | 80 |
|
|
2020
Q2 | $445K | Sell |
412
-188
| -31% | -$203K | 0.05% | 113 |
|
|
2020
Q1 | $314K | Buy |
600
+100
| +20% | +$52.3K | 0.04% | 117 |
|
|
2019
Q4 | $209K | Buy |
+500
| New | +$209K | 0.02% | 151 |
|
|
2017
Q4 | – | Sell |
-803
| Closed | -$274K | – | 140 |
|
|
2017
Q3 | $274K | Sell |
803
-351
| -30% | -$120K | 0.04% | 117 |
|
|
2017
Q2 | $417K | Hold |
1,154
| – | – | 0.06% | 95 |
|
|
2017
Q1 | $321K | Buy |
+1,154
| New | +$321K | 0.05% | 107 |
|