Stewart & Patten Company’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,042
| Closed | -$259K | – | 97 |
|
|
2023
Q4 | $259K | Hold |
1,042
| – | – | 0.04% | 84 |
|
|
2023
Q3 | $261K | Hold |
1,042
| – | – | 0.05% | 73 |
|
|
2023
Q2 | $273K | Buy |
+1,042
| New | +$273K | 0.04% | 74 |
|
|
2022
Q4 | – | Sell |
-849
| Closed | -$225K | – | 93 |
|
|
2022
Q3 | $225K | Buy |
+849
| New | +$225K | 0.04% | 81 |
|
|
2022
Q2 | – | Sell |
-849
| Closed | -$305K | – | 92 |
|
|
2022
Q1 | $305K | Sell |
849
-87
| -9% | -$31.3K | 0.05% | 73 |
|
|
2021
Q4 | $330K | Hold |
936
| – | – | 0.05% | 72 |
|
|
2021
Q3 | $242K | Hold |
936
| – | – | 0.04% | 80 |
|
|
2021
Q2 | $212K | Buy |
+936
| New | +$212K | 0.03% | 90 |
|