Westover Capital Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
1,397
-24
| -2% | -$7.62K | 0.09% | 156 |
|
|
2025
Q1 | $368K | Hold |
1,421
| – | – | 0.08% | 167 |
|
|
2024
Q4 | $574K | Buy |
1,421
+24
| +2% | +$9.69K | 0.13% | 132 |
|
|
2024
Q3 | $365K | Hold |
1,397
| – | – | 0.07% | 180 |
|
|
2024
Q2 | $276K | Sell |
1,397
-80
| -5% | -$15.8K | 0.07% | 179 |
|
|
2024
Q1 | $260K | Buy |
1,477
+30
| +2% | +$5.27K | 0.08% | 158 |
|
|
2023
Q4 | $360K | Hold |
1,447
| – | – | 0.12% | 123 |
|
|
2023
Q3 | $362K | Hold |
1,447
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $379K | Buy |
+1,447
| New | +$379K | 0.13% | 114 |
|
|
2022
Q4 | – | Sell |
-1,122
| Closed | -$298K | – | 164 |
|
|
2022
Q3 | $298K | Sell |
1,122
-48
| -4% | -$12.7K | 0.11% | 119 |
|
|
2022
Q2 | $263K | Buy |
+1,170
| New | +$263K | 0.1% | 136 |
|
|
2021
Q3 | – | Sell |
-1,125
| Closed | -$255K | – | 187 |
|
|
2021
Q2 | $255K | Sell |
1,125
-870
| -44% | -$197K | 0.08% | 156 |
|
|
2021
Q1 | $444K | Buy |
1,995
+765
| +62% | +$170K | 0.15% | 108 |
|
|
2020
Q4 | $289K | Sell |
1,230
-630
| -34% | -$148K | 0.1% | 120 |
|
|
2020
Q3 | $266K | Buy |
+1,860
| New | +$266K | 0.11% | 115 |
|