SVB Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.74M | Buy |
26,202
+2,391
| +10% | +$985K | 0.64% | 33 |
|
|
2025
Q4 | $10.7M | Sell |
23,811
-261
| -1% | -$116K | 0.63% | 32 |
|
|
2025
Q3 | $10.7M | Sell |
24,072
-4,016
| -14% | -$1.39M | 0.58% | 38 |
|
|
2025
Q2 | $8.92M | Sell |
28,088
-31,060
| -53% | -$9.36M | 0.48% | 42 |
|
|
2025
Q1 | $15.3M | Buy |
59,148
+30
| +0.1% | +$10K | 0.63% | 23 |
|
|
2024
Q4 | $23.9M | Buy |
+59,118
| New | +$19M | 0.45% | 31 |
|
|
2024
Q3 | – | Sell |
-53,784
| Closed | -$10.6M | – | 561 |
|
|
2024
Q2 | $10.6M | Sell |
53,784
-21,811
| -29% | -$3.81M | 0.26% | 94 |
|
|
2024
Q1 | $13.3M | Sell |
75,595
-24,675
| -25% | -$4.82M | 0.3% | 85 |
|
|
2023
Q4 | $24.9M | Buy |
100,270
+31,223
| +45% | +$7.42M | 0.61% | 33 |
|
|
2023
Q3 | $17.3M | Sell |
69,047
-7,623
| -10% | -$1.96M | 0.38% | 60 |
|
|
2023
Q2 | $20.1M | Sell |
76,670
-9,220
| -11% | -$1.84M | 0.36% | 58 |
|
|
2023
Q1 | $17.8M | Buy |
85,890
+27,891
| +48% | +$4.87M | 0.25% | 83 |
|
|
2022
Q4 | $7.14M | Sell |
57,999
-9,807
| -14% | -$1.86M | 0.1% | 146 |
|
|
2022
Q3 | $18M | Buy |
67,806
+41,634
| +159% | +$11.6M | 0.26% | 76 |
|
|
2022
Q2 | $5.88M | Sell |
26,172
-210
| -0.8% | -$57.3K | 0.09% | 139 |
|
|
2022
Q1 | $9.48M | Sell |
26,382
-4,113
| -13% | -$1.28M | 0.13% | 116 |
|
|
2021
Q4 | $10.7M | Sell |
30,495
-10,407
| -25% | -$3.49M | 0.18% | 102 |
|
|
2021
Q3 | $10.6M | Buy |
40,902
+2,373
| +6% | +$559K | 0.14% | 115 |
|
|
2021
Q2 | $8.73M | Buy |
38,529
+2,526
| +7% | +$548K | 0.11% | 126 |
|
|
2021
Q1 | $8.02M | Buy |
36,003
+3,972
| +12% | +$997K | 0.11% | 125 |
|
|
2020
Q4 | $7.54M | Buy |
32,031
+16,557
| +107% | +$2.83M | 0.11% | 129 |
|
|
2020
Q3 | $2.21M | Sell |
15,474
-6,591
| -30% | -$778K | 0.04% | 208 |
|
|
2020
Q2 | $1.59M | Sell |
22,065
-20,310
| -48% | -$1.1M | 0.03% | 220 |
|
|
2020
Q1 | $1.48M | Buy |
42,375
+30,030
| +243% | +$1.24M | 0.04% | 197 |
|
|
2019
Q4 | $344K | Buy |
+12,345
| New | +$268K | 0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-15,675
| Closed | -$234K | – | 529 |
|
|
2019
Q2 | $234K | Sell |
15,675
-225
| -1% | -$3.5K | 0.01% | 475 |
|
|
2019
Q1 | $297K | Buy |
15,900
+4,500
| +39% | +$90.3K | 0.01% | 342 |
|
|
2018
Q4 | $253K | Hold |
11,400
| – | – | 0.01% | 361 |
|
|
2018
Q3 | $201K | Sell |
11,400
-1,230
| -10% | -$25.6K | 0.01% | 418 |
|
|
2018
Q2 | $289K | Sell |
12,630
-4,875
| -28% | -$99.1K | 0.01% | 379 |
|
|
2018
Q1 | $311K | Buy |
17,505
+2,895
| +20% | +$63.7K | 0.01% | 377 |
|
|
2017
Q4 | $303K | Sell |
14,610
-1,455
| -9% | -$31.6K | 0.01% | 393 |
|
|
2017
Q3 | $365K | Buy |
16,065
+6,105
| +61% | +$141K | 0.01% | 381 |
|
|
2017
Q2 | $240K | Buy |
+9,960
| New | +$219K | 0.01% | 434 |
|
Other funds holding TSLA
VCM
VPM
