Zimmermann Investment Management & Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,920
| Closed | -$1.29M | – | 122 |
|
|
2024
Q3 | $1.29M | Buy |
4,920
+176
| +4% | +$46K | 0.4% | 57 |
|
|
2024
Q2 | $939K | Sell |
4,744
-105
| -2% | -$20.8K | 0.31% | 58 |
|
|
2024
Q1 | $852K | Buy |
4,849
+15
| +0.3% | +$2.64K | 0.31% | 62 |
|
|
2023
Q4 | $1.2M | Buy |
4,834
+5
| +0.1% | +$1.24K | 0.49% | 43 |
|
|
2023
Q3 | $1.21M | Sell |
4,829
-24
| -0.5% | -$6.01K | 0.58% | 46 |
|
|
2023
Q2 | $1.27M | Buy |
4,853
+17
| +0.4% | +$4.45K | 0.59% | 41 |
|
|
2023
Q1 | $1M | Buy |
4,836
+492
| +11% | +$102K | 0.52% | 45 |
|
|
2022
Q4 | $535K | Buy |
4,344
+46
| +1% | +$5.67K | 0.31% | 54 |
|
|
2022
Q3 | $1.14M | Buy |
4,298
+1,046
| +32% | +$277K | 0.71% | 32 |
|
|
2022
Q2 | $730K | Buy |
3,252
+153
| +5% | +$34.3K | 0.5% | 47 |
|
|
2022
Q1 | $1.11M | Buy |
3,099
+15
| +0.5% | +$5.39K | 0.66% | 39 |
|
|
2021
Q4 | $1.09M | Buy |
+3,084
| New | +$1.09M | 0.61% | 34 |
|