TIM
Tortoise Investment Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
689
-310
| -31% | -$98.5K | 0.02% | 213 |
|
|
2025
Q1 | $259K | Sell |
999
-295
| -23% | -$76.5K | 0.03% | 186 |
|
|
2024
Q4 | $523K | Hold |
1,294
| – | – | 0.06% | 146 |
|
|
2024
Q3 | $339K | Hold |
1,294
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $256K | Sell |
1,294
-4,425
| -77% | -$876K | 0.03% | 192 |
|
|
2024
Q1 | $1.01M | Buy |
5,719
+945
| +20% | +$166K | 0.12% | 110 |
|
|
2023
Q4 | $1.19M | Sell |
4,774
-300
| -6% | -$74.5K | 0.16% | 94 |
|
|
2023
Q3 | $1.27M | Buy |
5,074
+300
| +6% | +$75.1K | 0.19% | 91 |
|
|
2023
Q2 | $1.25M | Buy |
4,774
+11
| +0.2% | +$2.88K | 0.19% | 94 |
|
|
2023
Q1 | $988K | Buy |
4,763
+147
| +3% | +$30.5K | 0.16% | 98 |
|
|
2022
Q4 | $569K | Buy |
4,616
+2
| +0% | +$246 | 0.1% | 124 |
|
|
2022
Q3 | $1.22M | Buy |
4,614
+2,576
| +126% | +$683K | 0.24% | 82 |
|
|
2022
Q2 | $1.37M | Buy |
2,038
+1,030
| +102% | +$693K | 0.27% | 75 |
|
|
2022
Q1 | $1.09M | Sell |
1,008
-1
| -0.1% | -$1.08K | 0.2% | 92 |
|
|
2021
Q4 | $1.07M | Buy |
1,009
+2
| +0.2% | +$2.11K | 0.2% | 77 |
|
|
2021
Q3 | $781K | Sell |
1,007
-21
| -2% | -$16.3K | 0.16% | 84 |
|
|
2021
Q2 | $699K | Sell |
1,028
-2
| -0.2% | -$1.36K | 0.14% | 88 |
|
|
2021
Q1 | $688K | Sell |
1,030
-70
| -6% | -$46.8K | 0.15% | 85 |
|
|
2020
Q4 | $776K | Buy |
1,100
+10
| +0.9% | +$7.06K | 0.18% | 78 |
|
|
2020
Q3 | $468K | Buy |
1,090
+890
| +445% | +$382K | 0.11% | 94 |
|
|
2020
Q2 | $216K | Hold |
200
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $105K | Hold |
200
| – | – | 0.03% | 170 |
|
|
2019
Q4 | $84K | Sell |
200
-25
| -11% | -$10.5K | 0.02% | 202 |
|
|
2019
Q3 | $54K | Hold |
225
| – | – | 0.01% | 235 |
|
|
2019
Q2 | $50K | Hold |
225
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $63K | Buy |
225
+100
| +80% | +$28K | 0.02% | 224 |
|
|
2018
Q4 | $42K | Buy |
125
+100
| +400% | +$33.6K | 0.01% | 251 |
|
|
2018
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $9K | Hold |
25
| – | – | ﹤0.01% | 421 |
|
|
2018
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 419 |
|
|
2017
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 415 |
|
|
2017
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 374 |
|
|
2017
Q2 | $9K | Buy |
+25
| New | +$9K | ﹤0.01% | 368 |
|
|
2016
Q3 | – | Sell |
-5
| Closed | -$1K | – | 512 |
|
|
2016
Q2 | $1K | Sell |
5
-545
| -99% | -$109K | ﹤0.01% | 480 |
|
|
2016
Q1 | $126K | Buy |
550
+250
| +83% | +$57.3K | 0.05% | 120 |
|
|
2015
Q4 | $72K | Buy |
300
+90
| +43% | +$21.6K | 0.03% | 178 |
|
|
2015
Q3 | $52K | Buy |
210
+177
| +536% | +$43.8K | 0.02% | 200 |
|
|
2015
Q2 | $9K | Sell |
33
-190
| -85% | -$51.8K | ﹤0.01% | 322 |
|
|
2015
Q1 | $42K | Buy |
223
+23
| +12% | +$4.33K | 0.02% | 221 |
|
|
2014
Q4 | $44K | Buy |
+200
| New | +$44K | 0.02% | 226 |
|