West Family Investments’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
13,730
+4,834
| +54% | +$1.54M | 1.14% | 14 |
|
|
2025
Q1 | $2.31M | Hold |
8,896
| – | – | 0.87% | 19 |
|
|
2024
Q4 | $3.59M | Sell |
8,896
-130
| -1% | -$52.5K | 1.25% | 15 |
|
|
2024
Q3 | $2.36M | Buy |
9,026
+1,556
| +21% | +$407K | 0.8% | 20 |
|
|
2024
Q2 | $1.48M | Buy |
7,470
+486
| +7% | +$96.2K | 0.44% | 46 |
|
|
2024
Q1 | $1.23M | Buy |
6,984
+333
| +5% | +$58.5K | 0.38% | 54 |
|
|
2023
Q4 | $1.65M | Buy |
6,651
+52
| +0.8% | +$12.9K | 0.56% | 39 |
|
|
2023
Q3 | $1.65M | Hold |
6,599
| – | – | 0.58% | 38 |
|
|
2023
Q2 | $1.73M | Buy |
6,599
+633
| +11% | +$166K | 0.67% | 32 |
|
|
2023
Q1 | $1.24M | Buy |
5,966
+3,782
| +173% | +$785K | 0.49% | 48 |
|
|
2022
Q4 | $269K | Sell |
2,184
-4,460
| -67% | -$549K | 0.09% | 181 |
|
|
2022
Q3 | $1.76M | Buy |
6,644
+1,817
| +38% | +$482K | 0.73% | 27 |
|
|
2022
Q2 | $1.08M | Sell |
4,827
-1,986
| -29% | -$446K | 0.43% | 48 |
|
|
2022
Q1 | $2.45M | Buy |
6,813
+570
| +9% | +$205K | 0.7% | 25 |
|
|
2021
Q4 | $2.2M | Sell |
6,243
-753
| -11% | -$265K | 0.6% | 28 |
|
|
2021
Q3 | $1.81M | Buy |
6,996
+156
| +2% | +$40.3K | 0.47% | 33 |
|
|
2021
Q2 | $1.55M | Buy |
+6,840
| New | +$1.55M | 0.42% | 34 |
|
|
2021
Q1 | – | Sell |
-975
| Closed | -$18.1K | – | 107 |
|
|
2020
Q4 | $18.1K | Sell |
975
-149,025
| -99% | -$2.77M | 5.51% | 1 |
|
|
2020
Q3 | $21.5M | Buy |
+150,000
| New | +$21.5M | 8.05% | 1 |
|
|
2020
Q2 | – | Sell |
-150,000
| Closed | -$5.24M | – | 90 |
|
|
2020
Q1 | $5.24M | Buy |
+150,000
| New | +$5.24M | 2.09% | 14 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 85 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 84 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 89 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 93 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 86 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 102 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 101 |
|