Veritable’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-44,455
| Closed | -$11.6M | – | 733 |
|
2023
Q2 | $11.6M | Sell |
44,455
-25,720
| -37% | -$6.73M | 0.18% | 65 |
|
2023
Q1 | $14.6M | Sell |
70,175
-65,821
| -48% | -$13.7M | 0.24% | 47 |
|
2022
Q4 | $16.8M | Buy |
135,996
+82,008
| +152% | +$10.1M | 0.29% | 42 |
|
2022
Q3 | $14.3M | Buy |
53,988
+3,507
| +7% | +$930K | 0.28% | 41 |
|
2022
Q2 | $11.3M | Buy |
50,481
+3,540
| +8% | +$795K | 0.2% | 63 |
|
2022
Q1 | $16.9M | Buy |
46,941
+102
| +0.2% | +$36.6K | 0.26% | 43 |
|
2021
Q4 | $16.5M | Buy |
46,839
+1,110
| +2% | +$391K | 0.24% | 53 |
|
2021
Q3 | $11.8M | Buy |
45,729
+1,350
| +3% | +$349K | 0.19% | 66 |
|
2021
Q2 | $10.1M | Buy |
44,379
+303
| +0.7% | +$68.7K | 0.16% | 73 |
|
2021
Q1 | $9.81M | Sell |
44,076
-1,710
| -4% | -$381K | 0.17% | 70 |
|
2020
Q4 | $10.8M | Buy |
45,786
+17,457
| +62% | +$4.11M | 0.2% | 62 |
|
2020
Q3 | $4.05M | Sell |
28,329
-3,171
| -10% | -$453K | 0.08% | 123 |
|
2020
Q2 | $2.27M | Sell |
31,500
-6,270
| -17% | -$451K | 0.05% | 172 |
|
2020
Q1 | $1.32M | Sell |
37,770
-2,340
| -6% | -$81.7K | 0.03% | 253 |
|
2019
Q4 | $1.12M | Buy |
40,110
+1,005
| +3% | +$28K | 0.02% | 347 |
|
2019
Q3 | $628K | Buy |
39,105
+1,500
| +4% | +$24.1K | 0.01% | 455 |
|
2019
Q2 | $560K | Buy |
37,605
+6,075
| +19% | +$90.5K | 0.01% | 469 |
|
2019
Q1 | $588K | Buy |
31,530
+1,170
| +4% | +$21.8K | 0.01% | 457 |
|
2018
Q4 | $674K | Buy |
30,360
+225
| +0.7% | +$5K | 0.02% | 395 |
|
2018
Q3 | $532K | Sell |
30,135
-4,005
| -12% | -$70.7K | 0.01% | 478 |
|
2018
Q2 | $781K | Buy |
34,140
+990
| +3% | +$22.6K | 0.02% | 395 |
|
2018
Q1 | $588K | Sell |
33,150
-120
| -0.4% | -$2.13K | 0.01% | 447 |
|
2017
Q4 | $691K | Buy |
33,270
+1,260
| +4% | +$26.2K | 0.01% | 406 |
|
2017
Q3 | $728K | Sell |
32,010
-1,725
| -5% | -$39.2K | 0.02% | 406 |
|
2017
Q2 | $813K | Hold |
33,735
| – | – | 0.02% | 394 |
|
2017
Q1 | $626K | Sell |
33,735
-105
| -0.3% | -$1.95K | 0.01% | 430 |
|
2016
Q4 | $482K | Sell |
33,840
-1,335
| -4% | -$19K | 0.01% | 485 |
|
2016
Q3 | $478K | Sell |
35,175
-3,465
| -9% | -$47.1K | 0.01% | 480 |
|
2016
Q2 | $547K | Buy |
38,640
+5,850
| +18% | +$82.8K | 0.01% | 423 |
|
2016
Q1 | $502K | Buy |
32,790
+1,335
| +4% | +$20.4K | 0.01% | 436 |
|
2015
Q4 | $503K | Buy |
31,455
+570
| +2% | +$9.12K | 0.01% | 458 |
|
2015
Q3 | $511K | Buy |
30,885
+555
| +2% | +$9.18K | 0.02% | 441 |
|
2015
Q2 | $542K | Sell |
30,330
-25,815
| -46% | -$461K | 0.01% | 439 |
|
2015
Q1 | $707K | Sell |
56,145
-11,745
| -17% | -$148K | 0.01% | 488 |
|
2014
Q4 | $1.01M | Buy |
67,890
+9,930
| +17% | +$147K | 0.02% | 403 |
|
2014
Q3 | $938K | Sell |
57,960
-1,245
| -2% | -$20.1K | 0.02% | 424 |
|
2014
Q2 | $948K | Sell |
59,205
-150
| -0.3% | -$2.4K | 0.02% | 425 |
|
2014
Q1 | $825K | Buy |
59,355
+4,215
| +8% | +$58.6K | 0.02% | 435 |
|
2013
Q4 | $553K | Sell |
55,140
-9,090
| -14% | -$91.2K | 0.01% | 553 |
|
2013
Q3 | $828K | Sell |
64,230
-4,755
| -7% | -$61.3K | 0.02% | 427 |
|
2013
Q2 | $494K | Buy |
+68,985
| New | +$494K | 0.01% | 572 |
|