Tilia Fiduciary Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+917
| New | +$291K | 0.18% | 99 |
|
|
2025
Q1 | – | Sell |
-543
| Closed | -$219K | – | 120 |
|
|
2024
Q4 | $219K | Buy |
+543
| New | +$219K | 0.15% | 103 |
|
|
2023
Q3 | – | Sell |
-488
| Closed | -$128K | – | 459 |
|
|
2023
Q2 | $128K | Buy |
488
+20
| +4% | +$5.24K | 0.11% | 115 |
|
|
2023
Q1 | $97.1K | Sell |
468
-29
| -6% | -$6.02K | 0.09% | 139 |
|
|
2022
Q4 | $61.2K | Sell |
497
-211
| -30% | -$26K | 0.06% | 184 |
|
|
2022
Q3 | $153K | Buy |
708
+15
| +2% | +$3.24K | 0.15% | 103 |
|
|
2022
Q2 | $162K | Buy |
693
+15
| +2% | +$3.51K | 0.15% | 104 |
|
|
2022
Q1 | $244K | Sell |
678
-72
| -10% | -$25.9K | 0.21% | 93 |
|
|
2021
Q4 | $264K | Buy |
+750
| New | +$264K | 0.21% | 91 |
|