Zhang Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
11,271
+344
| +3% | +$109K | 0.17% | 76 |
|
|
2025
Q1 | $2.83M | Buy |
10,927
+4,875
| +81% | +$1.26M | 0.15% | 84 |
|
|
2024
Q4 | $2.44M | Sell |
6,052
-286
| -5% | -$115K | 0.14% | 85 |
|
|
2024
Q3 | $1.66M | Buy |
6,338
+290
| +5% | +$75.9K | 0.1% | 102 |
|
|
2024
Q2 | $1.2M | Buy |
6,048
+275
| +5% | +$54.4K | 0.08% | 124 |
|
|
2024
Q1 | $1.01M | Sell |
5,773
-940
| -14% | -$165K | 0.08% | 142 |
|
|
2023
Q4 | $1.67M | Buy |
6,713
+147
| +2% | +$36.5K | 0.14% | 90 |
|
|
2023
Q3 | $1.64M | Sell |
6,566
-33
| -0.5% | -$8.26K | 0.17% | 77 |
|
|
2023
Q2 | $1.73M | Buy |
6,599
+686
| +12% | +$180K | 0.18% | 72 |
|
|
2023
Q1 | $1.23M | Buy |
5,913
+668
| +13% | +$139K | 0.14% | 91 |
|
|
2022
Q4 | $646K | Buy |
5,245
+2,336
| +80% | +$288K | 0.08% | 126 |
|
|
2022
Q3 | $772K | Sell |
2,909
-448
| -13% | -$119K | 0.12% | 96 |
|
|
2022
Q2 | $754K | Buy |
3,357
+123
| +4% | +$27.6K | 0.12% | 102 |
|
|
2022
Q1 | $1.16M | Buy |
3,234
+381
| +13% | +$137K | 0.2% | 70 |
|
|
2021
Q4 | $1.01M | Buy |
2,853
+453
| +19% | +$160K | 0.18% | 76 |
|
|
2021
Q3 | $620K | Buy |
2,400
+411
| +21% | +$106K | 0.14% | 77 |
|
|
2021
Q2 | $451K | Buy |
1,989
+120
| +6% | +$27.2K | 0.11% | 83 |
|
|
2021
Q1 | $416K | Sell |
1,869
-930
| -33% | -$207K | 0.11% | 82 |
|
|
2020
Q4 | $658K | Hold |
2,799
| – | – | 0.2% | 51 |
|
|
2020
Q3 | $400K | Buy |
+2,799
| New | +$400K | 0.14% | 64 |
|
|
2019
Q4 | – | Sell |
-13,800
| Closed | -$222K | – | 107 |
|
|
2019
Q3 | $222K | Buy |
+13,800
| New | +$222K | 0.09% | 79 |
|
|
2016
Q4 | – | Sell |
-17,160
| Closed | -$233K | – | 77 |
|
|
2016
Q3 | $233K | Hold |
17,160
| – | – | 0.13% | 69 |
|
|
2016
Q2 | $243K | Buy |
+17,160
| New | +$243K | 0.13% | 69 |
|