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