Somerset Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
4,675
+992
| +27% | +$315K | 0.48% | 56 |
|
|
2025
Q1 | $954K | Buy |
3,683
+75
| +2% | +$19.4K | 0.34% | 59 |
|
|
2024
Q4 | $1.46M | Sell |
3,608
-2
| -0.1% | -$808 | 0.55% | 51 |
|
|
2024
Q3 | $944K | Sell |
3,610
-3
| -0.1% | -$785 | 0.35% | 59 |
|
|
2024
Q2 | $715K | Sell |
3,613
-147
| -4% | -$29.1K | 0.29% | 68 |
|
|
2024
Q1 | $661K | Sell |
3,760
-6
| -0.2% | -$1.06K | 0.27% | 68 |
|
|
2023
Q4 | $936K | Sell |
3,766
-32
| -0.8% | -$7.95K | 0.41% | 55 |
|
|
2023
Q3 | $950K | Sell |
3,798
-24
| -0.6% | -$6.01K | 0.43% | 52 |
|
|
2023
Q2 | $1M | Buy |
+3,822
| New | +$1M | 0.43% | 53 |
|