Zuckerman Investment Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Sell |
6,293
-6,455
| -51% | -$2.05M | 0.19% | 59 |
|
2025
Q1 | $3.3M | Buy |
12,748
+826
| +7% | +$214K | 0.35% | 51 |
|
2024
Q4 | $4.57M | Buy |
11,922
+538
| +5% | +$206K | 0.44% | 50 |
|
2024
Q3 | $2.98M | Buy |
11,384
+514
| +5% | +$134K | 0.31% | 50 |
|
2024
Q2 | $2.15M | Sell |
10,870
-450
| -4% | -$89K | 0.25% | 52 |
|
2024
Q1 | $1.99M | Buy |
11,320
+1,295
| +13% | +$228K | 0.23% | 55 |
|
2023
Q4 | $2.49M | Buy |
10,025
+2,322
| +30% | +$577K | 0.32% | 50 |
|
2023
Q3 | $1.93M | Buy |
7,703
+1,030
| +15% | +$258K | 0.28% | 50 |
|
2023
Q2 | $1.75M | Buy |
6,673
+1,000
| +18% | +$262K | 0.25% | 50 |
|
2023
Q1 | $1.18M | Buy |
5,673
+1,423
| +33% | +$295K | 0.18% | 54 |
|
2022
Q4 | $524K | Buy |
4,250
+500
| +13% | +$61.6K | 0.08% | 79 |
|
2022
Q3 | $995K | Hold |
3,750
| – | – | 0.19% | 55 |
|
2022
Q2 | $842K | Hold |
3,750
| – | – | 0.15% | 60 |
|
2022
Q1 | $1.35M | Buy |
3,750
+15
| +0.4% | +$5.39K | 0.22% | 54 |
|
2021
Q4 | $1.32M | Sell |
3,735
-4,200
| -53% | -$1.48M | 0.2% | 57 |
|
2021
Q3 | $2.05M | Hold |
7,935
| – | – | 0.34% | 54 |
|
2021
Q2 | $1.8M | Hold |
7,935
| – | – | 0.28% | 53 |
|
2021
Q1 | $1.77M | Buy |
7,935
+894
| +13% | +$199K | 0.29% | 51 |
|
2020
Q4 | $1.66M | Sell |
7,041
-24
| -0.3% | -$5.65K | 0.31% | 48 |
|
2020
Q3 | $1.01M | Buy |
7,065
+15
| +0.2% | +$2.14K | 0.22% | 48 |
|
2020
Q2 | $508K | Buy |
+7,050
| New | +$508K | 0.12% | 55 |
|
2020
Q1 | – | Sell |
-7,335
| Closed | -$205K | – | 77 |
|
2019
Q4 | $205K | Buy |
+7,335
| New | +$205K | 0.04% | 64 |
|
2018
Q1 | – | Sell |
-9,825
| Closed | -$204K | – | 59 |
|
2017
Q4 | $204K | Hold |
9,825
| – | – | 0.05% | 52 |
|
2017
Q3 | $223K | Hold |
9,825
| – | – | 0.05% | 49 |
|
2017
Q2 | $237K | Buy |
+9,825
| New | +$237K | 0.06% | 50 |
|
2014
Q1 | – | Sell |
-20,235
| Closed | -$203K | – | 48 |
|
2013
Q4 | $203K | Buy |
+20,235
| New | +$203K | 0.05% | 48 |
|
2013
Q3 | – | Sell |
-29,940
| Closed | -$214K | – | 50 |
|
2013
Q2 | $214K | Buy |
+29,940
| New | +$214K | 0.06% | 45 |
|