West Oak Capital’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222 | Buy |
70
+13
| +23% | +$41 | 0.01% | 207 |
|
|
2025
Q1 | $148 | Buy |
57
+6
| +12% | +$16 | 0.01% | 226 |
|
|
2024
Q4 | $206K | Hold |
51
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $133 | Buy |
51
+1
| +2% | +$3 | ﹤0.01% | 237 |
|
|
2024
Q2 | $9.89K | Sell |
50
-20
| -29% | -$3.96K | ﹤0.01% | 252 |
|
|
2024
Q1 | $12K | Sell |
70
-50
| -42% | -$8.57K | 0.01% | 246 |
|
|
2023
Q4 | $26K | Hold |
120
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $30K | Buy |
120
+20
| +20% | +$5K | 0.01% | 187 |
|
|
2023
Q2 | $26.2K | Hold |
100
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $20.7K | Buy |
100
+80
| +400% | +$16.6K | 0.01% | 199 |
|
|
2022
Q4 | $2K | Sell |
20
-80
| -80% | -$8K | ﹤0.01% | 265 |
|
|
2022
Q3 | $27K | Buy |
+100
| New | +$27K | 0.01% | 185 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$11K | – | 367 |
|
|
2022
Q1 | $11K | Sell |
30
-15
| -33% | -$5.5K | 0.01% | 260 |
|
|
2021
Q4 | $16K | Hold |
45
| – | – | 0.01% | 243 |
|
|
2021
Q3 | $12K | Hold |
45
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $10K | Hold |
45
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $10K | Sell |
45
-15
| -25% | -$3.33K | ﹤0.01% | 272 |
|
|
2020
Q4 | $14K | Hold |
60
| – | – | 0.01% | 243 |
|
|
2020
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 262 |
|