ZWJ 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 | $2.29M | Sell |
7,208
-276
| -4% | -$87.7K | 0.09% | 88 |
|
|
2025
Q1 | $1.94M | Sell |
7,484
-245
| -3% | -$63.5K | 0.08% | 95 |
|
|
2024
Q4 | $3.12M | Buy |
7,729
+165
| +2% | +$66.6K | 0.13% | 77 |
|
|
2024
Q3 | $1.98M | Buy |
7,564
+25
| +0.3% | +$6.54K | 0.08% | 93 |
|
|
2024
Q2 | $1.49M | Sell |
7,539
-99
| -1% | -$19.6K | 0.07% | 100 |
|
|
2024
Q1 | $1.34M | Sell |
7,638
-364
| -5% | -$64K | 0.06% | 100 |
|
|
2023
Q4 | $1.99M | Buy |
8,002
+2,564
| +47% | +$637K | 0.1% | 84 |
|
|
2023
Q3 | $1.36M | Sell |
5,438
-130
| -2% | -$32.5K | 0.08% | 95 |
|
|
2023
Q2 | $1.46M | Sell |
5,568
-300
| -5% | -$78.5K | 0.08% | 95 |
|
|
2023
Q1 | $1.22M | Sell |
5,868
-14
| -0.2% | -$2.9K | 0.07% | 97 |
|
|
2022
Q4 | $725K | Sell |
5,882
-250
| -4% | -$30.8K | 0.04% | 112 |
|
|
2022
Q3 | $1.63M | Buy |
6,132
+60
| +1% | +$15.9K | 0.1% | 88 |
|
|
2022
Q2 | $1.36M | Buy |
6,072
+375
| +7% | +$84.2K | 0.08% | 96 |
|
|
2022
Q1 | $2.05M | Sell |
5,697
-942
| -14% | -$338K | 0.11% | 76 |
|
|
2021
Q4 | $2.34M | Buy |
6,639
+309
| +5% | +$109K | 0.12% | 76 |
|
|
2021
Q3 | $1.64M | Sell |
6,330
-498
| -7% | -$129K | 0.09% | 85 |
|
|
2021
Q2 | $1.55M | Buy |
6,828
+3
| +0% | +$680 | 0.09% | 85 |
|
|
2021
Q1 | $1.52M | Sell |
6,825
-7,155
| -51% | -$1.59M | 0.09% | 88 |
|
|
2020
Q4 | $3.29M | Buy |
13,980
+3,510
| +34% | +$826K | 0.22% | 63 |
|
|
2020
Q3 | $1.5M | Buy |
10,470
+885
| +9% | +$127K | 0.12% | 74 |
|
|
2020
Q2 | $690K | Sell |
9,585
-3,015
| -24% | -$217K | 0.06% | 95 |
|
|
2020
Q1 | $440K | Buy |
12,600
+3,840
| +44% | +$134K | 0.04% | 142 |
|
|
2019
Q4 | $244K | Buy |
+8,760
| New | +$244K | 0.02% | 200 |
|
|
2018
Q3 | – | Sell |
-10,110
| Closed | -$231K | – | 164 |
|
|
2018
Q2 | $231K | Buy |
+10,110
| New | +$231K | 0.02% | 145 |
|
|
2018
Q1 | – | Sell |
-10,455
| Closed | -$217K | – | 267 |
|
|
2017
Q4 | $217K | Buy |
10,455
+150
| +1% | +$3.11K | 0.02% | 276 |
|
|
2017
Q3 | $234K | Buy |
10,305
+225
| +2% | +$5.11K | 0.02% | 263 |
|
|
2017
Q2 | $243K | Buy |
+10,080
| New | +$243K | 0.02% | 264 |
|