Wellington Shields Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
6,353
+750
| +13% | +$238K | 0.34% | 68 |
|
|
2025
Q1 | $1.45M | Buy |
5,603
+500
| +10% | +$130K | 0.26% | 79 |
|
|
2024
Q4 | $2.06M | Buy |
5,103
+448
| +10% | +$181K | 0.36% | 57 |
|
|
2024
Q3 | $1.22M | Hold |
4,655
| – | – | 0.21% | 96 |
|
|
2024
Q2 | $921K | Buy |
4,655
+1,000
| +27% | +$198K | 0.17% | 110 |
|
|
2024
Q1 | $643K | Sell |
3,655
-135
| -4% | -$23.7K | 0.12% | 135 |
|
|
2023
Q4 | $942K | Buy |
3,790
+95
| +3% | +$23.6K | 0.12% | 110 |
|
|
2023
Q3 | $925K | Hold |
3,695
| – | – | 0.12% | 103 |
|
|
2023
Q2 | $967K | Buy |
3,695
+778
| +27% | +$204K | 0.12% | 106 |
|
|
2023
Q1 | $605K | Sell |
2,917
-530
| -15% | -$110K | 0.07% | 134 |
|
|
2022
Q4 | $425K | Sell |
3,447
-1,281
| -27% | -$158K | 0.05% | 160 |
|
|
2022
Q3 | $1.25M | Hold |
4,728
| – | – | 0.3% | 87 |
|
|
2022
Q2 | $1.06M | Hold |
4,728
| – | – | 0.13% | 95 |
|
|
2022
Q1 | $1.7M | Sell |
4,728
-492
| -9% | -$177K | 0.19% | 79 |
|
|
2021
Q4 | $1.84M | Sell |
5,220
-450
| -8% | -$159K | 0.24% | 91 |
|
|
2021
Q3 | $1.47M | Buy |
5,670
+1,785
| +46% | +$462K | 0.2% | 93 |
|
|
2021
Q2 | $880K | Hold |
3,885
| – | – | 0.11% | 157 |
|
|
2021
Q1 | $865K | Hold |
3,885
| – | – | 0.08% | 163 |
|
|
2020
Q4 | $914K | Buy |
3,885
+135
| +4% | +$31.8K | 0.12% | 132 |
|
|
2020
Q3 | $536K | Hold |
3,750
| – | – | 0.09% | 138 |
|
|
2020
Q2 | $270K | Buy |
+3,750
| New | +$270K | 0.04% | 206 |
|
|
2017
Q2 | – | Sell |
-14,400
| Closed | -$267K | – | 338 |
|
|
2017
Q1 | $267K | Buy |
+14,400
| New | +$267K | 0.04% | 273 |
|
|
2015
Q3 | – | Sell |
-15,750
| Closed | -$282K | – | 337 |
|
|
2015
Q2 | $282K | Buy |
+15,750
| New | +$282K | 0.04% | 287 |
|
|
2015
Q1 | – | Sell |
-36,000
| Closed | -$534K | – | 363 |
|
|
2014
Q4 | $534K | Buy |
36,000
+1,500
| +4% | +$22.3K | 0.09% | 213 |
|
|
2014
Q3 | $558K | Hold |
34,500
| – | – | 0.09% | 202 |
|
|
2014
Q2 | $552K | Buy |
34,500
+3,000
| +10% | +$48K | 0.09% | 211 |
|
|
2014
Q1 | $438K | Buy |
31,500
+1,500
| +5% | +$20.9K | 0.07% | 217 |
|
|
2013
Q4 | $301K | Buy |
+30,000
| New | +$301K | 0.05% | 246 |
|