Winch Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Hold |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $968K | Sell |
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|
2024
Q1 | $870K | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $897K | Sell |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $741K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $636K | Buy |
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|
2022
Q1 | $935K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $706K | Buy |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $122K | Buy |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $36K | Sell |
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|
2019
Q3 | $71K | Hold |
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|
2019
Q2 | $66K | Sell |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $60K | Sell |
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|
2018
Q3 | $88K | Hold |
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|
2018
Q2 | $114K | Sell |
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|
2018
Q1 | $94K | Hold |
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|
2017
Q4 | $110K | Sell |
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|
2017
Q3 | $125K | Buy |
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|
2017
Q2 | $76K | Buy |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $9K | Sell |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $12K | Hold |
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|
2015
Q2 | $13K | Buy |
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|
2015
Q1 | $8K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $10K | Hold |
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|
2014
Q1 | $9K | Buy |
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