Whitney & 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 | $2.96M | Buy |
9,309
+358
| +4% | +$114K | 0.29% | 59 |
|
|
2025
Q1 | $2.32M | Buy |
8,951
+1,858
| +26% | +$482K | 0.25% | 62 |
|
|
2024
Q4 | $2.86M | Buy |
7,093
+1,736
| +32% | +$701K | 0.3% | 57 |
|
|
2024
Q3 | $1.4M | Buy |
5,357
+2,467
| +85% | +$645K | 0.15% | 63 |
|
|
2024
Q2 | $572K | Buy |
2,890
+36
| +1% | +$7.12K | 0.07% | 80 |
|
|
2024
Q1 | $502K | Buy |
2,854
+161
| +6% | +$28.3K | 0.06% | 89 |
|
|
2023
Q4 | $669K | Sell |
2,693
-25
| -0.9% | -$6.21K | 0.09% | 76 |
|
|
2023
Q3 | $680K | Sell |
2,718
-10
| -0.4% | -$2.5K | 0.1% | 74 |
|
|
2023
Q2 | $714K | Buy |
2,728
+647
| +31% | +$169K | 0.1% | 75 |
|
|
2023
Q1 | $432K | Buy |
2,081
+160
| +8% | +$33.2K | 0.07% | 93 |
|
|
2022
Q4 | $237K | Buy |
1,921
+19
| +1% | +$2.34K | 0.04% | 113 |
|
|
2022
Q3 | $505K | Buy |
1,902
+45
| +2% | +$11.9K | 0.1% | 86 |
|
|
2022
Q2 | $417K | Buy |
1,857
+333
| +22% | +$74.8K | 0.08% | 90 |
|
|
2022
Q1 | $547K | Buy |
1,524
+159
| +12% | +$57.1K | 0.08% | 90 |
|
|
2021
Q4 | $481K | Buy |
1,365
+45
| +3% | +$15.9K | 0.07% | 94 |
|
|
2021
Q3 | $341K | Hold |
1,320
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $299K | Buy |
1,320
+90
| +7% | +$20.4K | 0.05% | 107 |
|
|
2021
Q1 | $274K | Buy |
1,230
+165
| +15% | +$36.8K | 0.05% | 110 |
|
|
2020
Q4 | $313K | Buy |
+1,065
| New | +$313K | 0.05% | 104 |
|