Adams 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
Q1 | $3.13M | Buy |
12,099
+2,861
| +31% | +$741K | 0.62% | 35 |
|
|
2024
Q4 | $3.73M | Buy |
9,238
+5,955
| +181% | +$2.4M | 0.71% | 30 |
|
|
2024
Q3 | $859K | Buy |
3,283
+1,646
| +101% | +$431K | 0.18% | 66 |
|
|
2024
Q2 | $324K | Sell |
1,637
-21
| -1% | -$4.16K | 0.07% | 95 |
|
|
2024
Q1 | $291K | Buy |
+1,658
| New | +$291K | 0.07% | 93 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 103 |
|
|
2023
Q3 | – | Sell |
-1,740
| Closed | -$455K | – | 101 |
|
|
2023
Q2 | $455K | Sell |
1,740
-11,109
| -86% | -$2.91M | 0.14% | 79 |
|
|
2023
Q1 | $2.67M | Sell |
12,849
-48,200
| -79% | -$10M | 0.86% | 25 |
|
|
2022
Q4 | $7.52M | Sell |
61,049
-12,267
| -17% | -$1.51M | 2.66% | 9 |
|
|
2022
Q3 | $19.4M | Sell |
73,316
-6,595
| -8% | -$1.75M | 7.28% | 2 |
|
|
2022
Q2 | $17.9M | Sell |
79,911
-2,100
| -3% | -$471K | 6.8% | 2 |
|
|
2022
Q1 | $29.5M | Buy |
82,011
+8,511
| +12% | +$3.06M | 9.64% | 2 |
|
|
2021
Q4 | $25.9M | Buy |
+73,500
| New | +$25.9M | 7.6% | 2 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$11K | – | 311 |
|
|
2020
Q3 | $11K | Buy |
+75
| New | +$11K | 0.01% | 178 |
|