Simon Quick Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
32,849
+5,064
| +18% | +$1.61M | 0.42% | 39 |
|
|
2025
Q1 | $7.2M | Buy |
27,785
+7,352
| +36% | +$1.91M | 0.41% | 34 |
|
|
2024
Q4 | $8.25M | Buy |
20,433
+908
| +5% | +$367K | 0.49% | 30 |
|
|
2024
Q3 | $5.11M | Buy |
19,525
+2,831
| +17% | +$741K | 0.32% | 36 |
|
|
2024
Q2 | $3.3M | Buy |
16,694
+5,983
| +56% | +$1.18M | 0.23% | 54 |
|
|
2024
Q1 | $1.88M | Buy |
10,711
+1,749
| +20% | +$307K | 0.14% | 78 |
|
|
2023
Q4 | $2.23M | Buy |
8,962
+762
| +9% | +$189K | 0.2% | 69 |
|
|
2023
Q3 | $2.05M | Buy |
8,200
+1,528
| +23% | +$382K | 0.19% | 68 |
|
|
2023
Q2 | $1.75M | Buy |
6,672
+402
| +6% | +$105K | 0.16% | 71 |
|
|
2023
Q1 | $1.3M | Sell |
6,270
-6,789
| -52% | -$1.41M | 0.14% | 80 |
|
|
2022
Q4 | $1.61M | Buy |
13,059
+3,518
| +37% | +$433K | 0.19% | 69 |
|
|
2022
Q3 | $2.53M | Buy |
9,541
+2,992
| +46% | +$794K | 0.36% | 44 |
|
|
2022
Q2 | $1.89M | Buy |
6,549
+6,225
| +1,921% | +$1.79M | 0.25% | 61 |
|
|
2022
Q1 | $116K | Sell |
324
-879
| -73% | -$315K | 0.03% | 136 |
|
|
2021
Q4 | $424K | Buy |
1,203
+681
| +130% | +$240K | 0.11% | 79 |
|
|
2021
Q3 | $134K | Buy |
522
+183
| +54% | +$47K | 0.03% | 141 |
|
|
2021
Q2 | $76K | Buy |
339
+24
| +8% | +$5.38K | 0.02% | 182 |
|
|
2021
Q1 | $70K | Hold |
315
| – | – | 0.02% | 191 |
|
|
2020
Q4 | $74K | Buy |
315
+261
| +483% | +$61.3K | 0.02% | 162 |
|
|
2020
Q3 | $8K | Sell |
54
-21
| -28% | -$3.11K | ﹤0.01% | 342 |
|
|
2020
Q2 | $5K | Sell |
75
-75
| -50% | -$5K | ﹤0.01% | 361 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 349 |
|
|
2019
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 517 |
|
|
2018
Q2 | – | Sell |
-600
| Closed | -$11K | – | 372 |
|
|
2018
Q1 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 235 |
|
|
2017
Q4 | – | Sell |
-1,110
| Closed | -$25K | – | 584 |
|
|
2017
Q3 | $25K | Buy |
+1,110
| New | +$25K | 0.01% | 343 |
|