Winthrop Advisory Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
8,348
+509
| +6% | +$162K | 0.26% | 45 |
|
|
2025
Q1 | $2.03M | Sell |
7,839
-357
| -4% | -$92.5K | 0.24% | 43 |
|
|
2024
Q4 | $3.31M | Sell |
8,196
-238
| -3% | -$96.1K | 0.4% | 34 |
|
|
2024
Q3 | $2.21M | Buy |
8,434
+1,428
| +20% | +$374K | 0.27% | 41 |
|
|
2024
Q2 | $1.39M | Buy |
7,006
+211
| +3% | +$41.8K | 0.19% | 48 |
|
|
2024
Q1 | $1.19M | Sell |
6,795
-30
| -0.4% | -$5.27K | 0.17% | 49 |
|
|
2023
Q4 | $1.7M | Buy |
6,825
+474
| +7% | +$118K | 0.26% | 41 |
|
|
2023
Q3 | $1.59M | Buy |
6,351
+32
| +0.5% | +$8.01K | 0.26% | 36 |
|
|
2023
Q2 | $1.65M | Sell |
6,319
-53
| -0.8% | -$13.9K | 0.27% | 36 |
|
|
2023
Q1 | $1.32M | Buy |
6,372
+311
| +5% | +$64.5K | 0.23% | 43 |
|
|
2022
Q4 | $747K | Buy |
6,061
+820
| +16% | +$101K | 0.14% | 56 |
|
|
2022
Q3 | $1.39M | Buy |
5,241
+144
| +3% | +$38.2K | 0.3% | 34 |
|
|
2022
Q2 | $1.14M | Buy |
5,097
+9
| +0.2% | +$2.02K | 0.27% | 38 |
|
|
2022
Q1 | $1.83M | Sell |
5,088
-126
| -2% | -$45.3K | 0.38% | 30 |
|
|
2021
Q4 | $1.84M | Sell |
5,214
-6
| -0.1% | -$2.11K | 0.37% | 31 |
|
|
2021
Q3 | $1.35M | Hold |
5,220
| – | – | 0.3% | 37 |
|
|
2021
Q2 | $1.18M | Buy |
5,220
+60
| +1% | +$13.6K | 0.27% | 38 |
|
|
2021
Q1 | $1.15M | Sell |
5,160
-180
| -3% | -$40.1K | 0.28% | 37 |
|
|
2020
Q4 | $1.26M | Buy |
5,340
+285
| +6% | +$67K | 0.33% | 32 |
|
|
2020
Q3 | $739K | Buy |
5,055
+2,205
| +77% | +$322K | 0.23% | 44 |
|
|
2020
Q2 | $213K | Buy |
+2,850
| New | +$213K | 0.08% | 87 |
|