Wright Investors Service’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
13,817
+1,084
| +9% | +$344K | 1.32% | 19 |
|
|
2025
Q1 | $3.3M | Buy |
12,733
+6,753
| +113% | +$1.75M | 1.09% | 27 |
|
|
2024
Q4 | $2.41M | Sell |
5,980
-529
| -8% | -$214K | 0.78% | 35 |
|
|
2024
Q3 | $1.7M | Hold |
6,509
| – | – | 0.45% | 65 |
|
|
2024
Q2 | $1.29M | Sell |
6,509
-3,056
| -32% | -$605K | 0.34% | 87 |
|
|
2024
Q1 | $1.68M | Sell |
9,565
-4,608
| -33% | -$810K | 0.43% | 74 |
|
|
2023
Q4 | $3.52M | Sell |
14,173
-1,497
| -10% | -$372K | 0.99% | 32 |
|
|
2023
Q3 | $3.92M | Buy |
15,670
+4,183
| +36% | +$1.05M | 1.14% | 28 |
|
|
2023
Q2 | $3.01M | Buy |
11,487
+6,569
| +134% | +$1.72M | 0.85% | 41 |
|
|
2023
Q1 | $1.02M | Sell |
4,918
-843
| -15% | -$175K | 0.29% | 92 |
|
|
2022
Q4 | $710K | Sell |
5,761
-3,191
| -36% | -$393K | 0.2% | 113 |
|
|
2022
Q3 | $2.38M | Buy |
8,952
+36
| +0.4% | +$9.55K | 0.75% | 48 |
|
|
2022
Q2 | $2M | Sell |
8,916
-633
| -7% | -$142K | 0.57% | 63 |
|
|
2022
Q1 | $3.43M | Sell |
9,549
-21
| -0.2% | -$7.54K | 0.85% | 41 |
|
|
2021
Q4 | $3.37M | Buy |
+9,570
| New | +$3.37M | 0.85% | 36 |
|
|
2021
Q3 | – | Sell |
-9,918
| Closed | -$2.25M | – | 160 |
|
|
2021
Q2 | $2.25M | Sell |
9,918
-3,402
| -26% | -$771K | 0.61% | 54 |
|
|
2021
Q1 | $2.97M | Buy |
+13,320
| New | +$2.97M | 0.9% | 37 |
|