Accel Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $534K | Buy |
1,681
+49
| +3% | +$15.6K | 0.18% | 128 |
|
2025
Q1 | $423K | Buy |
1,632
+374
| +30% | +$96.9K | 0.15% | 139 |
|
2024
Q4 | $508K | Buy |
1,258
+159
| +14% | +$64.2K | 0.19% | 128 |
|
2024
Q3 | $288K | Buy |
+1,099
| New | +$288K | 0.11% | 190 |
|
2024
Q1 | – | Sell |
-837
| Closed | -$208K | – | 235 |
|
2023
Q4 | $208K | Buy |
837
+33
| +4% | +$8.2K | 0.1% | 182 |
|
2023
Q3 | $201K | Buy |
804
+9
| +1% | +$2.25K | 0.11% | 161 |
|
2023
Q2 | $208K | Buy |
795
+100
| +14% | +$26.2K | 0.11% | 161 |
|
2023
Q1 | $144K | Buy |
695
+80
| +13% | +$16.6K | 0.06% | 263 |
|
2022
Q4 | $75.8K | Hold |
615
| – | – | 0.04% | 286 |
|
2022
Q3 | $153K | Hold |
615
| – | – | 0.08% | 192 |
|
2022
Q2 | $148K | Buy |
615
+75
| +14% | +$18K | 0.09% | 180 |
|
2022
Q1 | $195K | Sell |
540
-96
| -15% | -$34.7K | 0.1% | 159 |
|
2021
Q4 | $224K | Buy |
636
+18
| +3% | +$6.34K | 0.11% | 154 |
|
2021
Q3 | $160K | Sell |
618
-180
| -23% | -$46.6K | 0.1% | 159 |
|
2021
Q2 | $181K | Buy |
798
+60
| +8% | +$13.6K | 0.12% | 168 |
|
2021
Q1 | $164K | Buy |
738
+321
| +77% | +$71.3K | 0.13% | 157 |
|
2020
Q4 | $98K | Buy |
+417
| New | +$98K | 0.09% | 206 |
|