Adams Wealth Management’s Tesla TSLA Stock Holding History

Adams Wealth Management’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.7M	Sell	9,953 -618	-6%	-$255K	0.81%	33
2025 Q4	$4.76M	Sell	10,571 -739	-7%	-$328K	1.01%	30
2025 Q3	$5.03M	Sell	11,310 -19	-0.2%	-$6.59K	1.08%	27
2025 Q2	$3.6M	Sell	11,329 -770	-6%	-$232K	0.69%	38
2025 Q1	$3.13M	Buy	12,099 +2,861	+31%	+$953K	0.62%	35
2024 Q4	$3.73M	Buy	9,238 +5,955	+181%	+$1.92M	0.71%	30
2024 Q3	$859K	Buy	3,283 +1,646	+101%	+$375K	0.18%	66
2024 Q2	$324K	Sell	1,637 -21	-1%	-$3.67K	0.07%	95
2024 Q1	$291K	Buy	+1,658	New	+$324K	0.07%	93
2023 Q3	–	Sell	-1,740	Closed	-$447K	–	106
2023 Q2	$455K	Sell	1,740 -11,109	-86%	-$2.22M	0.14%	79
2023 Q1	$2.67M	Sell	12,849 -48,200	-79%	-$8.41M	0.86%	25
2022 Q4	$7.52M	Sell	61,049 -12,267	-17%	-$2.32M	2.66%	9
2022 Q3	$19.4M	Sell	73,316 -6,595	-8%	-$1.84M	7.28%	2
2022 Q2	$17.9M	Sell	79,911 -2,100	-3%	-$573K	6.8%	2
2022 Q1	$29.5M	Buy	82,011 +8,511	+12%	+$2.65M	9.64%	2
2021 Q4	$25.9M	Buy	+73,500	New	+$24.7M	7.6%	2
2020 Q4	–	Sell	-75	Closed	-$11K	–	312
2020 Q3	$11K	Buy	+75	New	+$8.86K	0.01%	178

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return