Ulland 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 | $56K | Buy |
175
+5
| +3% | +$1.6K | 0.04% | 106 |
|
|
2025
Q1 | $44K | Buy |
170
+40
| +31% | +$10.4K | 0.04% | 119 |
|
|
2024
Q4 | $52K | Hold |
130
| – | – | 0.03% | 113 |
|
|
2024
Q3 | $34K | Hold |
130
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $26K | Sell |
130
-165
| -56% | -$33K | 0.02% | 134 |
|
|
2024
Q1 | $52K | Sell |
295
-455
| -61% | -$80.2K | 0.04% | 111 |
|
|
2023
Q4 | $186K | Sell |
750
-47
| -6% | -$11.7K | 0.19% | 56 |
|
|
2023
Q3 | $199K | Buy |
797
+35
| +5% | +$8.74K | 0.22% | 53 |
|
|
2023
Q2 | $199K | Buy |
762
+320
| +72% | +$83.6K | 0.2% | 53 |
|
|
2023
Q1 | $92K | Hold |
442
| – | – | 0.11% | 71 |
|
|
2022
Q4 | $54K | Sell |
442
-632
| -59% | -$77.2K | 0.06% | 90 |
|
|
2022
Q3 | $285K | Buy |
1,074
+162
| +18% | +$43K | 0.31% | 47 |
|
|
2022
Q2 | $205K | Hold |
912
| – | – | 0.21% | 59 |
|
|
2022
Q1 | $328K | Buy |
912
+21
| +2% | +$7.55K | 0.25% | 52 |
|
|
2021
Q4 | $314K | Buy |
+891
| New | +$314K | 0.2% | 59 |
|