Wellington Shields & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $281K | Buy |
884
+69
| +8% | +$21.9K | 0.08% | 188 |
|
2025
Q1 | $211K | Buy |
815
+411
| +102% | +$107K | 0.07% | 207 |
|
2024
Q4 | $163K | Sell |
404
-90
| -18% | -$36.3K | 0.05% | 218 |
|
2024
Q3 | $129K | Sell |
494
-306
| -38% | -$80.1K | 0.04% | 245 |
|
2024
Q2 | $158K | Sell |
800
-50
| -6% | -$9.89K | 0.05% | 227 |
|
2024
Q1 | $149K | Buy |
850
+435
| +105% | +$76.5K | 0.05% | 228 |
|
2023
Q4 | $103K | Sell |
415
-13
| -3% | -$3.23K | 0.04% | 235 |
|
2023
Q3 | $107K | Hold |
428
| – | – | 0.03% | 237 |
|
2023
Q2 | $112K | Buy |
428
+75
| +21% | +$19.6K | 0.03% | 239 |
|
2023
Q1 | $73.2K | Buy |
353
+136
| +63% | +$28.2K | 0.02% | 262 |
|
2022
Q4 | $26.7K | Hold |
217
| – | – | 0.01% | 277 |
|
2022
Q3 | $58K | Buy |
217
+1
| +0.5% | +$267 | 0.03% | 245 |
|
2022
Q2 | $48K | Buy |
+216
| New | +$48K | 0.01% | 256 |
|
2021
Q4 | – | Sell |
-1,356
| Closed | -$351K | – | 239 |
|
2021
Q3 | $351K | Sell |
1,356
-75
| -5% | -$19.4K | 0.12% | 137 |
|
2021
Q2 | $324K | Buy |
+1,431
| New | +$324K | 0.11% | 144 |
|