Woodmont Investment Counsel’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $762K | Buy |
2,398
+120
| +5% | +$38.1K | 0.05% | 165 |
|
2025
Q1 | $590K | Sell |
2,278
-599
| -21% | -$155K | 0.04% | 180 |
|
2024
Q4 | $1.16M | Buy |
+2,877
| New | +$1.16M | 0.09% | 129 |
|
2024
Q3 | – | Sell |
-1,047
| Closed | -$207K | – | 264 |
|
2024
Q2 | $207K | Sell |
1,047
-665
| -39% | -$132K | 0.02% | 244 |
|
2024
Q1 | $301K | Sell |
1,712
-2,100
| -55% | -$369K | 0.03% | 216 |
|
2023
Q4 | $947K | Buy |
3,812
+996
| +35% | +$247K | 0.09% | 133 |
|
2023
Q3 | $705K | Hold |
2,816
| – | – | 0.07% | 148 |
|
2023
Q2 | $737K | Sell |
2,816
-300
| -10% | -$78.5K | 0.08% | 148 |
|
2023
Q1 | $646K | Buy |
3,116
+1,132
| +57% | +$235K | 0.07% | 152 |
|
2022
Q4 | $244K | Buy |
1,984
+532
| +37% | +$65.5K | 0.03% | 226 |
|
2022
Q3 | $385K | Buy |
+1,452
| New | +$385K | 0.05% | 188 |
|
2022
Q1 | – | Sell |
-1,191
| Closed | -$420K | – | 254 |
|
2021
Q4 | $420K | Buy |
+1,191
| New | +$420K | 0.05% | 162 |
|
2021
Q3 | – | Sell |
-1,401
| Closed | -$317K | – | 213 |
|
2021
Q2 | $317K | Buy |
1,401
+72
| +5% | +$16.3K | 0.05% | 161 |
|
2021
Q1 | $296K | Buy |
1,329
+54
| +4% | +$12K | 0.05% | 159 |
|
2020
Q4 | $300K | Buy |
+1,275
| New | +$300K | 0.06% | 146 |
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$23K | – | 430 |
|
2016
Q1 | $23K | Hold |
1,500
| – | – | 0.01% | 334 |
|
2015
Q4 | $24K | Sell |
1,500
-900
| -38% | -$14.4K | 0.01% | 342 |
|
2015
Q3 | $40K | Buy |
2,400
+900
| +60% | +$15K | 0.01% | 279 |
|
2015
Q2 | $27K | Buy |
+1,500
| New | +$27K | 0.01% | 325 |
|