Summit Trail Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $15.4M | Buy |
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|
2024
Q3 | $7M | Buy |
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|
2024
Q2 | $4.08M | Sell |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $5.62M | Buy |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $5.08M | Sell |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $8.49M | Sell |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $16M | Buy |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $9.9M | Buy |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $2.37M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $713K | Sell |
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|
2018
Q3 | $665K | Buy |
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|
2018
Q2 | $840K | Buy |
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|
2018
Q1 | $584K | Buy |
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|
2017
Q4 | $261K | Buy |
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