SlateStone Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
2,094
+256
| +14% | +$81.3K | 0.06% | 184 |
|
|
2025
Q1 | $476K | Sell |
1,838
-469
| -20% | -$121K | 0.05% | 209 |
|
|
2024
Q4 | $932K | Buy |
2,307
+614
| +36% | +$248K | 0.09% | 155 |
|
|
2024
Q3 | $443K | Buy |
1,693
+655
| +63% | +$171K | 0.04% | 216 |
|
|
2024
Q2 | $205K | Sell |
1,038
-8,812
| -89% | -$1.74M | 0.02% | 266 |
|
|
2024
Q1 | $1.73M | Buy |
9,850
+153
| +2% | +$26.9K | 0.17% | 107 |
|
|
2023
Q4 | $2.41M | Buy |
9,697
+3,269
| +51% | +$812K | 0.31% | 77 |
|
|
2023
Q3 | $1.61M | Buy |
6,428
+61
| +1% | +$15.3K | 0.23% | 91 |
|
|
2023
Q2 | $1.67M | Buy |
6,367
+2,674
| +72% | +$700K | 0.31% | 68 |
|
|
2023
Q1 | $766K | Buy |
3,693
+1,998
| +118% | +$414K | 0.16% | 104 |
|
|
2022
Q4 | $209K | Sell |
1,695
-4,626
| -73% | -$570K | 0.05% | 191 |
|
|
2022
Q3 | $1.68M | Buy |
6,321
+726
| +13% | +$193K | 0.45% | 44 |
|
|
2022
Q2 | $1.26M | Buy |
5,595
+4,656
| +496% | +$1.05M | 0.32% | 62 |
|
|
2022
Q1 | $337K | Hold |
939
| – | – | 0.08% | 139 |
|
|
2021
Q4 | $331K | Sell |
939
-6
| -0.6% | -$2.12K | 0.07% | 144 |
|
|
2021
Q3 | $244K | Hold |
945
| – | – | 0.06% | 148 |
|
|
2021
Q2 | $214K | Hold |
945
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $210K | Sell |
945
-60
| -6% | -$13.3K | 0.05% | 154 |
|
|
2020
Q4 | $236K | Buy |
+1,005
| New | +$236K | 0.06% | 155 |
|