Truepoint Inc’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,299
| Closed | -$1.32M | – | 233 |
|
|
2023
Q4 | $1.32M | Sell |
5,299
-1,207
| -19% | -$300K | 0.04% | 67 |
|
|
2023
Q3 | $1.63M | Buy |
6,506
+2,952
| +83% | +$739K | 0.05% | 60 |
|
|
2023
Q2 | $930K | Sell |
3,554
-35
| -1% | -$9.16K | 0.03% | 70 |
|
|
2023
Q1 | $745K | Buy |
3,589
+120
| +3% | +$24.9K | 0.03% | 77 |
|
|
2022
Q4 | $427K | Sell |
3,469
-3,900
| -53% | -$480K | 0.02% | 105 |
|
|
2022
Q3 | $1.96M | Buy |
7,369
+3,901
| +112% | +$1.03M | 0.1% | 42 |
|
|
2022
Q2 | $779K | Hold |
3,468
| – | – | 0.04% | 72 |
|
|
2022
Q1 | $1.25M | Hold |
3,468
| – | – | 0.06% | 55 |
|
|
2021
Q4 | $1.22M | Buy |
3,468
+360
| +12% | +$127K | 0.06% | 51 |
|
|
2021
Q3 | $803K | Buy |
3,108
+663
| +27% | +$171K | 0.04% | 63 |
|
|
2021
Q2 | $554K | Buy |
2,445
+195
| +9% | +$44.2K | 0.03% | 69 |
|
|
2021
Q1 | $501K | Sell |
2,250
-45
| -2% | -$10K | 0.03% | 71 |
|
|
2020
Q4 | $540K | Buy |
+2,295
| New | +$540K | 0.04% | 66 |
|