WSTAM
Wilbanks Smith & Thomas Asset Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.5M | Buy |
8,505
+1,117
| +15% | +$196K | 0.04% | 188 |
|
|
2023
Q4 | $1.84M | Sell |
7,388
-235
| -3% | -$58.4K | 0.06% | 168 |
|
|
2023
Q3 | $1.91M | Buy |
7,623
+253
| +3% | +$63.3K | 0.07% | 161 |
|
|
2023
Q2 | $1.93M | Sell |
7,370
-79
| -1% | -$20.7K | 0.06% | 171 |
|
|
2023
Q1 | $1.55M | Buy |
7,449
+1,040
| +16% | +$216K | 0.05% | 179 |
|
|
2022
Q4 | $789K | Sell |
6,409
-525
| -8% | -$64.7K | 0.03% | 245 |
|
|
2022
Q3 | $1.84M | Buy |
6,934
+4,495
| +184% | +$1.19M | 0.08% | 157 |
|
|
2022
Q2 | $1.64M | Buy |
2,439
+91
| +4% | +$61.3K | 0.07% | 173 |
|
|
2022
Q1 | $2.14M | Buy |
2,348
+501
| +27% | +$456K | 0.09% | 155 |
|
|
2021
Q4 | $1.95M | Buy |
1,847
+11
| +0.6% | +$11.6K | 0.07% | 169 |
|
|
2021
Q3 | $1.42M | Buy |
1,836
+111
| +6% | +$86.1K | 0.06% | 183 |
|
|
2021
Q2 | $1.17M | Sell |
1,725
-19
| -1% | -$12.9K | 0.05% | 207 |
|
|
2021
Q1 | $1.17M | Buy |
1,744
+444
| +34% | +$297K | 0.05% | 199 |
|
|
2020
Q4 | $917K | Sell |
1,300
-469
| -27% | -$331K | 0.04% | 200 |
|
|
2020
Q3 | $759K | Buy |
1,769
+1,107
| +167% | +$475K | 0.04% | 197 |
|
|
2020
Q2 | $715K | Sell |
662
-687
| -51% | -$742K | 0.04% | 195 |
|
|
2020
Q1 | $707K | Sell |
1,349
-548
| -29% | -$287K | 0.05% | 188 |
|
|
2019
Q4 | $794K | Buy |
1,897
+108
| +6% | +$45.2K | 0.05% | 193 |
|
|
2019
Q3 | $431K | Sell |
1,789
-40
| -2% | -$9.64K | 0.03% | 248 |
|
|
2019
Q2 | $409K | Sell |
1,829
-21
| -1% | -$4.7K | 0.03% | 261 |
|
|
2019
Q1 | $518K | Hold |
1,850
| – | – | 0.03% | 228 |
|
|
2018
Q4 | $616K | Buy |
1,850
+20
| +1% | +$6.66K | 0.04% | 181 |
|
|
2018
Q3 | $485K | Buy |
1,830
+275
| +18% | +$72.9K | 0.03% | 238 |
|
|
2018
Q2 | $533K | Buy |
1,555
+45
| +3% | +$15.4K | 0.04% | 189 |
|
|
2018
Q1 | $402K | Hold |
1,510
| – | – | 0.03% | 214 |
|
|
2017
Q4 | $470K | Buy |
1,510
+200
| +15% | +$62.3K | 0.04% | 204 |
|
|
2017
Q3 | $447K | Sell |
1,310
-250
| -16% | -$85.3K | 0.04% | 204 |
|
|
2017
Q2 | $564K | Sell |
1,560
-85
| -5% | -$30.7K | 0.05% | 175 |
|
|
2017
Q1 | $458K | Sell |
1,645
-115
| -7% | -$32K | 0.04% | 183 |
|
|
2016
Q4 | $376K | Buy |
1,760
+165
| +10% | +$35.3K | 0.03% | 191 |
|
|
2016
Q3 | $325K | Sell |
1,595
-10
| -0.6% | -$2.04K | 0.03% | 207 |
|
|
2016
Q2 | $341K | Hold |
1,605
| – | – | 0.04% | 205 |
|
|
2016
Q1 | $369K | Sell |
1,605
-414
| -21% | -$95.2K | 0.04% | 195 |
|
|
2015
Q4 | $485K | Buy |
2,019
+3
| +0.1% | +$721 | 0.05% | 165 |
|
|
2015
Q3 | $501K | Sell |
2,016
-141
| -7% | -$35K | 0.07% | 148 |
|
|
2015
Q2 | $579K | Sell |
2,157
-207
| -9% | -$55.6K | 0.06% | 163 |
|
|
2015
Q1 | $446K | Buy |
2,364
+1,207
| +104% | +$228K | 0.04% | 178 |
|
|
2014
Q4 | $257K | Buy |
1,157
+150
| +15% | +$33.3K | 0.03% | 254 |
|
|
2014
Q3 | $244K | Buy |
1,007
+15
| +2% | +$3.64K | 0.03% | 250 |
|
|
2014
Q2 | $238K | Buy |
+992
| New | +$238K | 0.03% | 256 |
|
|
2013
Q4 | – | Sell |
-1,635
| Closed | -$316K | – | 299 |
|
|
2013
Q3 | $316K | Buy |
+1,635
| New | +$316K | 0.04% | 208 |
|