Advisor OS’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
8,743
+2,061
| +31% | +$655K | 0.27% | 58 |
|
|
2025
Q1 | $1.73M | Sell |
6,682
-548
| -8% | -$142K | 0.2% | 71 |
|
|
2024
Q4 | $2.92M | Buy |
7,230
+1,097
| +18% | +$443K | 0.34% | 53 |
|
|
2024
Q3 | $1.6M | Buy |
6,133
+156
| +3% | +$40.8K | 0.16% | 108 |
|
|
2024
Q2 | $1.18M | Buy |
5,977
+15
| +0.3% | +$2.97K | 0.13% | 131 |
|
|
2024
Q1 | $1.05M | Buy |
5,962
+1,341
| +29% | +$236K | 0.12% | 159 |
|
|
2023
Q4 | $1.15M | Buy |
4,621
+566
| +14% | +$141K | 0.15% | 127 |
|
|
2023
Q3 | $1.01M | Buy |
4,055
+279
| +7% | +$69.8K | 0.15% | 130 |
|
|
2023
Q2 | $988K | Buy |
+3,776
| New | +$988K | 0.16% | 127 |
|
|
2022
Q4 | – | Sell |
-1,643
| Closed | -$435K | – | 220 |
|
|
2022
Q3 | $435K | Buy |
1,643
+113
| +7% | +$29.9K | 0.13% | 145 |
|
|
2022
Q2 | $344K | Buy |
1,530
+36
| +2% | +$8.09K | 0.1% | 165 |
|
|
2022
Q1 | $537K | Sell |
1,494
-510
| -25% | -$183K | 0.16% | 140 |
|
|
2021
Q4 | $706K | Buy |
2,004
+375
| +23% | +$132K | 0.14% | 135 |
|
|
2021
Q3 | $421K | Hold |
1,629
| – | – | 0.09% | 169 |
|
|
2021
Q2 | $370K | Hold |
1,629
| – | – | 0.08% | 170 |
|
|
2021
Q1 | $362K | Sell |
1,629
-285
| -15% | -$63.3K | 0.08% | 142 |
|
|
2020
Q4 | $450K | Buy |
1,914
+285
| +17% | +$67K | 0.12% | 89 |
|
|
2020
Q3 | $233K | Buy |
+1,629
| New | +$233K | 0.1% | 95 |
|