WCM
Windsor Capital Management’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
1,231
+59
| +5% | +$18.7K | 0.11% | 94 |
|
|
2025
Q1 | $304K | Buy |
1,172
+20
| +2% | +$5.18K | 0.09% | 98 |
|
|
2024
Q4 | $465K | Hold |
1,152
| – | – | 0.14% | 88 |
|
|
2024
Q3 | $301K | Hold |
1,152
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $228K | Buy |
+1,152
| New | +$228K | 0.07% | 107 |
|
|
2024
Q1 | – | Sell |
-1,091
| Closed | -$271K | – | 114 |
|
|
2023
Q4 | $271K | Buy |
1,091
+80
| +8% | +$19.9K | 0.09% | 97 |
|
|
2023
Q3 | $253K | Hold |
1,011
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $265K | Sell |
1,011
-75
| -7% | -$19.6K | 0.09% | 98 |
|
|
2023
Q1 | $225K | Buy |
+1,086
| New | +$225K | 0.08% | 105 |
|
|
2022
Q4 | – | Sell |
-1,011
| Closed | -$268K | – | 116 |
|
|
2022
Q3 | $268K | Buy |
1,011
+674
| +200% | +$179K | 0.1% | 93 |
|
|
2022
Q2 | $226K | Buy |
337
+12
| +4% | +$8.05K | 0.08% | 109 |
|
|
2022
Q1 | $350K | Sell |
325
-50
| -13% | -$53.8K | 0.11% | 90 |
|
|
2021
Q4 | $396K | Hold |
375
| – | – | 0.12% | 88 |
|
|
2021
Q3 | $290K | Hold |
375
| – | – | 0.09% | 100 |
|
|
2021
Q2 | $254K | Hold |
375
| – | – | 0.08% | 103 |
|
|
2021
Q1 | $250K | Hold |
375
| – | – | 0.09% | 102 |
|
|
2020
Q4 | $264K | Sell |
375
-100
| -21% | -$70.4K | 0.1% | 103 |
|
|
2020
Q3 | $203K | Buy |
+475
| New | +$203K | 0.08% | 108 |
|
|
2013
Q3 | – | Sell |
-895
| Closed | -$96K | – | 418 |
|
|
2013
Q2 | $96K | Buy |
+895
| New | +$96K | 0.06% | 106 |
|