Traphagen Investment Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,471
+1,956
| +56% | +$621K | 0.16% | 51 |
|
|
2025
Q1 | $911K | Buy |
3,515
+62
| +2% | +$16.1K | 0.1% | 76 |
|
|
2024
Q4 | $1.39M | Buy |
3,453
+251
| +8% | +$101K | 0.14% | 55 |
|
|
2024
Q3 | $838K | Buy |
3,202
+31
| +1% | +$8.11K | 0.08% | 81 |
|
|
2024
Q2 | $627K | Sell |
3,171
-952
| -23% | -$188K | 0.07% | 85 |
|
|
2024
Q1 | $725K | Buy |
4,123
+362
| +10% | +$63.6K | 0.08% | 82 |
|
|
2023
Q4 | $935K | Buy |
3,761
+630
| +20% | +$157K | 0.11% | 61 |
|
|
2023
Q3 | $783K | Buy |
3,131
+25
| +0.8% | +$6.26K | 0.1% | 65 |
|
|
2023
Q2 | $813K | Buy |
3,106
+648
| +26% | +$170K | 0.11% | 64 |
|
|
2023
Q1 | $510K | Buy |
2,458
+456
| +23% | +$94.6K | 0.08% | 79 |
|
|
2022
Q4 | $247K | Buy |
2,002
+22
| +1% | +$2.71K | 0.04% | 131 |
|
|
2022
Q3 | $525K | Sell |
1,980
-171
| -8% | -$45.4K | 0.1% | 63 |
|
|
2022
Q2 | $483K | Buy |
2,151
+588
| +38% | +$132K | 0.09% | 72 |
|
|
2022
Q1 | $561K | Buy |
1,563
+420
| +37% | +$151K | 0.09% | 67 |
|
|
2021
Q4 | $403K | Sell |
1,143
-96
| -8% | -$33.8K | 0.07% | 90 |
|
|
2021
Q3 | $320K | Buy |
1,239
+12
| +1% | +$3.1K | 0.06% | 101 |
|
|
2021
Q2 | $278K | Sell |
1,227
-96
| -7% | -$21.8K | 0.05% | 115 |
|
|
2021
Q1 | $295K | Sell |
1,323
-438
| -25% | -$97.5K | 0.05% | 108 |
|
|
2020
Q4 | $414K | Buy |
1,761
+285
| +19% | +$67K | 0.07% | 85 |
|
|
2020
Q3 | $211K | Buy |
+1,476
| New | +$211K | 0.04% | 117 |
|