Summitry LLC’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
3,155
+114
| +4% | +$36.2K | 0.05% | 63 |
|
|
2025
Q1 | $788K | Buy |
3,041
+1,976
| +186% | +$512K | 0.04% | 62 |
|
|
2024
Q4 | $430K | Sell |
1,065
-248
| -19% | -$100K | 0.02% | 85 |
|
|
2024
Q3 | $344K | Sell |
1,313
-321
| -20% | -$84K | 0.02% | 97 |
|
|
2024
Q2 | $323K | Buy |
+1,634
| New | +$323K | 0.02% | 86 |
|
|
2024
Q1 | – | Sell |
-13,570
| Closed | -$3.37M | – | 117 |
|
|
2023
Q4 | $3.37M | Buy |
13,570
+12,526
| +1,200% | +$3.11M | 0.2% | 53 |
|
|
2023
Q3 | $261K | Sell |
1,044
-25
| -2% | -$6.26K | 0.02% | 81 |
|
|
2023
Q2 | $280K | Hold |
1,069
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $222K | Buy |
+1,069
| New | +$222K | 0.01% | 85 |
|
|
2022
Q4 | – | Sell |
-1,014
| Closed | -$269K | – | 102 |
|
|
2022
Q3 | $269K | Buy |
+1,014
| New | +$269K | 0.02% | 84 |
|