Wintrust Investments’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $137K | Sell |
341
-47
| -12% | -$18.9K | 0.12% | 133 |
|
|
2024
Q3 | $101K | Sell |
388
-1,864
| -83% | -$485K | 0.07% | 211 |
|
|
2024
Q2 | $446K | Buy |
2,252
+760
| +51% | +$151K | 0.04% | 306 |
|
|
2024
Q1 | $262K | Sell |
1,492
-263
| -15% | -$46.2K | 0.02% | 404 |
|
|
2023
Q4 | $436K | Sell |
1,755
-83
| -5% | -$20.6K | 0.04% | 291 |
|
|
2023
Q3 | $460K | Buy |
1,838
+201
| +12% | +$50.3K | 0.05% | 270 |
|
|
2023
Q2 | $429K | Buy |
+1,637
| New | +$429K | 0.04% | 282 |
|
|
2023
Q1 | – | Sell |
-1,738
| Closed | -$214K | – | 391 |
|
|
2022
Q4 | $214K | Sell |
1,738
-181
| -9% | -$22.3K | 0.03% | 344 |
|
|
2022
Q3 | $509K | Buy |
1,919
+236
| +14% | +$62.6K | 0.06% | 226 |
|
|
2022
Q2 | $378K | Sell |
1,683
-36
| -2% | -$8.09K | 0.05% | 263 |
|
|
2022
Q1 | $617K | Buy |
1,719
+72
| +4% | +$25.8K | 0.06% | 224 |
|
|
2021
Q4 | $580K | Sell |
1,647
-11,688
| -88% | -$4.12M | 0.06% | 240 |
|
|
2021
Q3 | $3.29M | Sell |
13,335
-14,679
| -52% | -$3.62M | 0.44% | 37 |
|
|
2021
Q2 | $6.45M | Sell |
28,014
-2,064
| -7% | -$475K | 0.66% | 29 |
|
|
2021
Q1 | $6.94M | Buy |
30,078
+297
| +1% | +$68.5K | 0.72% | 27 |
|
|
2020
Q4 | $6.82M | Buy |
29,781
+28,164
| +1,742% | +$6.45M | 1.94% | 13 |
|
|
2020
Q3 | $231K | Buy |
+1,617
| New | +$231K | 0.03% | 304 |
|