9258 Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.05M | Buy |
4,018
+5
| +0.1% | +$1.31K | 0.16% | 117 |
|
|
2024
Q2 | $794K | Sell |
4,013
-947
| -19% | -$187K | 0.12% | 137 |
|
|
2024
Q1 | $872K | Sell |
4,960
-1,205
| -20% | -$212K | 0.14% | 138 |
|
|
2023
Q4 | $1.53M | Buy |
6,165
+69
| +1% | +$17.1K | 0.27% | 77 |
|
|
2023
Q3 | $1.53M | Sell |
6,096
-112
| -2% | -$28K | 0.3% | 70 |
|
|
2023
Q2 | $1.63M | Buy |
6,208
+24
| +0.4% | +$6.28K | 0.31% | 64 |
|
|
2023
Q1 | $1.28M | Buy |
6,184
+840
| +16% | +$174K | 0.26% | 80 |
|
|
2022
Q4 | $658K | Buy |
5,344
+1,114
| +26% | +$137K | 0.14% | 135 |
|
|
2022
Q3 | $1.12M | Buy |
4,230
+84
| +2% | +$22.3K | 0.29% | 77 |
|
|
2022
Q2 | $931K | Buy |
4,146
+384
| +10% | +$86.2K | 0.24% | 101 |
|
|
2022
Q1 | $1.35M | Buy |
3,762
+627
| +20% | +$225K | 0.31% | 69 |
|
|
2021
Q4 | $1.1M | Buy |
3,135
+948
| +43% | +$334K | 0.25% | 91 |
|
|
2021
Q3 | $565K | Sell |
2,187
-27
| -1% | -$6.98K | 0.15% | 150 |
|
|
2021
Q2 | $502K | Buy |
2,214
+381
| +21% | +$86.4K | 0.14% | 166 |
|
|
2021
Q1 | $408K | Sell |
1,833
-78
| -4% | -$17.4K | 0.12% | 183 |
|
|
2020
Q4 | $450K | Sell |
1,911
-615
| -24% | -$145K | 0.15% | 160 |
|
|
2020
Q3 | $327K | Buy |
+2,526
| New | +$327K | 0.12% | 190 |
|