Winch Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Hold |
4,659
| – | – | 0.36% | 39 |
|
|
2025
Q1 | $1.21M | Sell |
4,659
-41
| -0.9% | -$10.6K | 0.32% | 41 |
|
|
2024
Q4 | $1.9M | Sell |
4,700
-141
| -3% | -$56.9K | 0.49% | 32 |
|
|
2024
Q3 | $1.27M | Sell |
4,841
-52
| -1% | -$13.6K | 0.35% | 40 |
|
|
2024
Q2 | $968K | Sell |
4,893
-58
| -1% | -$11.5K | 0.28% | 43 |
|
|
2024
Q1 | $870K | Buy |
4,951
+904
| +22% | +$159K | 0.27% | 45 |
|
|
2023
Q4 | $1.01M | Buy |
4,047
+463
| +13% | +$115K | 0.33% | 39 |
|
|
2023
Q3 | $897K | Sell |
3,584
-103
| -3% | -$25.8K | 0.33% | 39 |
|
|
2023
Q2 | $965K | Buy |
3,687
+116
| +3% | +$30.4K | 0.35% | 39 |
|
|
2023
Q1 | $741K | Buy |
3,571
+120
| +3% | +$24.9K | 0.29% | 46 |
|
|
2022
Q4 | $425K | Buy |
3,451
+576
| +20% | +$70.9K | 0.18% | 57 |
|
|
2022
Q3 | $763K | Buy |
2,875
+43
| +2% | +$11.4K | 0.33% | 42 |
|
|
2022
Q2 | $636K | Buy |
2,832
+228
| +9% | +$51.2K | 0.26% | 45 |
|
|
2022
Q1 | $935K | Sell |
2,604
-312
| -11% | -$112K | 0.33% | 43 |
|
|
2021
Q4 | $1.03M | Buy |
2,916
+186
| +7% | +$65.5K | 0.34% | 40 |
|
|
2021
Q3 | $706K | Buy |
2,730
+213
| +8% | +$55.1K | 0.25% | 47 |
|
|
2021
Q2 | $570K | Buy |
2,517
+186
| +8% | +$42.1K | 0.21% | 50 |
|
|
2021
Q1 | $519K | Buy |
2,331
+180
| +8% | +$40.1K | 0.21% | 51 |
|
|
2020
Q4 | $506K | Buy |
2,151
+222
| +12% | +$52.2K | 0.21% | 50 |
|
|
2020
Q3 | $276K | Buy |
1,929
+234
| +14% | +$33.5K | 0.12% | 53 |
|
|
2020
Q2 | $122K | Buy |
1,695
+255
| +18% | +$18.4K | 0.06% | 58 |
|
|
2020
Q1 | $50K | Buy |
1,440
+135
| +10% | +$4.69K | 0.02% | 86 |
|
|
2019
Q4 | $36K | Sell |
1,305
-3,105
| -70% | -$85.7K | 0.02% | 128 |
|
|
2019
Q3 | $71K | Hold |
4,410
| – | – | 0.04% | 91 |
|
|
2019
Q2 | $66K | Sell |
4,410
-9,675
| -69% | -$145K | 0.03% | 97 |
|
|
2019
Q1 | $263K | Buy |
14,085
+11,400
| +425% | +$213K | 0.15% | 66 |
|
|
2018
Q4 | $60K | Sell |
2,685
-2,295
| -46% | -$51.3K | 0.03% | 92 |
|
|
2018
Q3 | $88K | Hold |
4,980
| – | – | 0.04% | 88 |
|
|
2018
Q2 | $114K | Sell |
4,980
-330
| -6% | -$7.55K | 0.06% | 84 |
|
|
2018
Q1 | $94K | Hold |
5,310
| – | – | 0.06% | 92 |
|
|
2017
Q4 | $110K | Sell |
5,310
-165
| -3% | -$3.42K | 0.07% | 72 |
|
|
2017
Q3 | $125K | Buy |
5,475
+2,310
| +73% | +$52.7K | 0.08% | 64 |
|
|
2017
Q2 | $76K | Buy |
3,165
+2,565
| +428% | +$61.6K | 0.05% | 97 |
|
|
2017
Q1 | $11K | Hold |
600
| – | – | 0.01% | 170 |
|
|
2016
Q4 | $9K | Sell |
600
-120
| -17% | -$1.8K | 0.01% | 161 |
|
|
2016
Q3 | $10K | Hold |
720
| – | – | 0.01% | 159 |
|
|
2016
Q2 | $10K | Hold |
720
| – | – | 0.01% | 152 |
|
|
2016
Q1 | $11K | Hold |
720
| – | – | 0.02% | 114 |
|
|
2015
Q4 | $12K | Hold |
720
| – | – | 0.01% | 120 |
|
|
2015
Q3 | $12K | Hold |
720
| – | – | 0.02% | 113 |
|
|
2015
Q2 | $13K | Buy |
720
+120
| +20% | +$2.17K | 0.01% | 166 |
|
|
2015
Q1 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 170 |
|
|
2014
Q4 | – | Sell |
-615
| Closed | -$10K | – | 169 |
|
|
2014
Q3 | $10K | Hold |
615
| – | – | 0.01% | 137 |
|
|
2014
Q2 | $10K | Hold |
615
| – | – | 0.01% | 164 |
|
|
2014
Q1 | $9K | Buy |
+615
| New | +$9K | 0.01% | 185 |
|