WhitTier Trust Company’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
60,518
+32,159
| +113% | +$10.2M | 0.44% | 51 |
|
|
2025
Q1 | $7.35M | Buy |
28,359
+887
| +3% | +$230K | 0.19% | 108 |
|
|
2024
Q4 | $11.1M | Buy |
27,472
+15,300
| +126% | +$6.18M | 0.27% | 81 |
|
|
2024
Q3 | $3.18M | Buy |
12,172
+2,335
| +24% | +$611K | 0.08% | 188 |
|
|
2024
Q2 | $1.95M | Sell |
9,837
-30,714
| -76% | -$6.08M | 0.05% | 219 |
|
|
2024
Q1 | $7.13M | Sell |
40,551
-19,867
| -33% | -$3.49M | 0.2% | 109 |
|
|
2023
Q4 | $15M | Buy |
60,418
+326
| +0.5% | +$81K | 0.48% | 47 |
|
|
2023
Q3 | $15M | Buy |
60,092
+405
| +0.7% | +$101K | 0.53% | 44 |
|
|
2023
Q2 | $15.6M | Buy |
59,687
+790
| +1% | +$207K | 0.53% | 44 |
|
|
2023
Q1 | $12.2M | Buy |
58,897
+21,311
| +57% | +$4.42M | 0.45% | 52 |
|
|
2022
Q4 | $4.63M | Buy |
37,586
+24,077
| +178% | +$2.97M | 0.18% | 122 |
|
|
2022
Q3 | $3.58M | Sell |
13,509
-729
| -5% | -$193K | 0.15% | 142 |
|
|
2022
Q2 | $3.2M | Buy |
14,238
+192
| +1% | +$43.1K | 0.13% | 151 |
|
|
2022
Q1 | $5.05M | Buy |
14,046
+270
| +2% | +$97K | 0.18% | 118 |
|
|
2021
Q4 | $4.85M | Sell |
13,776
-600
| -4% | -$211K | 0.18% | 122 |
|
|
2021
Q3 | $3.72M | Buy |
14,376
+6,396
| +80% | +$1.65M | 0.15% | 130 |
|
|
2021
Q2 | $1.81M | Buy |
7,980
+2,436
| +44% | +$552K | 0.08% | 205 |
|
|
2021
Q1 | $1.23M | Sell |
5,544
-285
| -5% | -$63.4K | 0.06% | 235 |
|
|
2020
Q4 | $1.37M | Sell |
5,829
-585
| -9% | -$138K | 0.07% | 204 |
|
|
2020
Q3 | $917K | Sell |
6,414
-4,206
| -40% | -$601K | 0.05% | 235 |
|
|
2020
Q2 | $764K | Sell |
10,620
-1,200
| -10% | -$86.3K | 0.05% | 245 |
|
|
2020
Q1 | $413K | Sell |
11,820
-6,330
| -35% | -$221K | 0.03% | 288 |
|
|
2019
Q4 | $506K | Sell |
18,150
-2,160
| -11% | -$60.2K | 0.03% | 299 |
|
|
2019
Q3 | $326K | Hold |
20,310
| – | – | 0.02% | 350 |
|
|
2019
Q2 | $303K | Sell |
20,310
-23,205
| -53% | -$346K | 0.02% | 356 |
|
|
2019
Q1 | $812K | Hold |
43,515
| – | – | 0.06% | 215 |
|
|
2018
Q4 | $965K | Buy |
43,515
+2,250
| +5% | +$49.9K | 0.08% | 187 |
|
|
2018
Q3 | $728K | Hold |
41,265
| – | – | 0.05% | 227 |
|
|
2018
Q2 | $943K | Sell |
41,265
-23,775
| -37% | -$543K | 0.07% | 191 |
|
|
2018
Q1 | $1.15M | Sell |
65,040
-2,745
| -4% | -$48.7K | 0.09% | 178 |
|
|
2017
Q4 | $1.41M | Sell |
67,785
-3,930
| -5% | -$81.6K | 0.12% | 160 |
|
|
2017
Q3 | $1.63M | Sell |
71,715
-21,735
| -23% | -$494K | 0.15% | 144 |
|
|
2017
Q2 | $2.25M | Sell |
93,450
-31,320
| -25% | -$755K | 0.22% | 113 |
|
|
2017
Q1 | $2.31M | Sell |
124,770
-15,045
| -11% | -$279K | 0.23% | 103 |
|
|
2016
Q4 | $1.99M | Buy |
139,815
+30,525
| +28% | +$435K | 0.21% | 110 |
|
|
2016
Q3 | $1.49M | Sell |
109,290
-7,140
| -6% | -$97.1K | 0.17% | 130 |
|
|
2016
Q2 | $1.65M | Sell |
116,430
-6,825
| -6% | -$96.6K | 0.19% | 122 |
|
|
2016
Q1 | $1.89M | Sell |
123,255
-2,370
| -2% | -$36.3K | 0.22% | 110 |
|
|
2015
Q4 | $2.01M | Buy |
125,625
+525
| +0.4% | +$8.4K | 0.24% | 106 |
|
|
2015
Q3 | $2.07M | Hold |
125,100
| – | – | 0.25% | 94 |
|
|
2015
Q2 | $2.24M | Buy |
125,100
+1,260
| +1% | +$22.5K | 0.25% | 97 |
|
|
2015
Q1 | $1.56M | Hold |
123,840
| – | – | 0.17% | 120 |
|
|
2014
Q4 | $1.84M | Sell |
123,840
-660
| -0.5% | -$9.79K | 0.21% | 111 |
|
|
2014
Q3 | $2.01M | Hold |
124,500
| – | – | 0.23% | 99 |
|
|
2014
Q2 | $1.99M | Hold |
124,500
| – | – | 0.22% | 104 |
|
|
2014
Q1 | $1.73M | Hold |
124,500
| – | – | 0.2% | 111 |
|
|
2013
Q4 | $1.25M | Buy |
124,500
+13,905
| +13% | +$139K | 0.15% | 136 |
|
|
2013
Q3 | $1.43M | Sell |
110,595
-11,250
| -9% | -$145K | 0.19% | 110 |
|
|
2013
Q2 | $872K | Buy |
+121,845
| New | +$872K | 0.13% | 152 |
|