AE 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 | $75.2M | Buy |
236,828
+13,788
| +6% | +$4.38M | 0.55% | 36 |
|
|
2025
Q1 | $57.8M | Buy |
223,040
+18,959
| +9% | +$4.91M | 0.49% | 49 |
|
|
2024
Q4 | $82.4M | Sell |
204,081
-18,407
| -8% | -$7.43M | 0.7% | 27 |
|
|
2024
Q3 | $58.2M | Sell |
222,488
-36,984
| -14% | -$9.68M | 0.53% | 38 |
|
|
2024
Q2 | $51.3M | Buy |
259,472
+55,950
| +27% | +$11.1M | 0.51% | 39 |
|
|
2024
Q1 | $35.8M | Sell |
203,522
-164,939
| -45% | -$29M | 0.4% | 59 |
|
|
2023
Q4 | $67.5M | Buy |
368,461
+72,445
| +24% | +$13.3M | 0.34% | 50 |
|
|
2023
Q3 | $74.1M | Buy |
296,016
+28,328
| +11% | +$7.09M | 0.44% | 32 |
|
|
2023
Q2 | $70.1M | Sell |
267,688
-6,231
| -2% | -$1.63M | 0.42% | 32 |
|
|
2023
Q1 | $56.8M | Buy |
273,919
+40,937
| +18% | +$8.49M | 0.37% | 40 |
|
|
2022
Q4 | $28.7M | Buy |
232,982
+8,162
| +4% | +$1.01M | 0.21% | 102 |
|
|
2022
Q3 | $59.6M | Buy |
224,820
+8,472
| +4% | +$2.25M | 0.47% | 34 |
|
|
2022
Q2 | $48.6M | Buy |
216,348
+18,504
| +9% | +$4.15M | 0.39% | 48 |
|
|
2022
Q1 | $71.1M | Buy |
197,844
+37,710
| +24% | +$13.5M | 0.49% | 36 |
|
|
2021
Q4 | $56.4M | Buy |
160,134
+14,988
| +10% | +$5.28M | 0.39% | 54 |
|
|
2021
Q3 | $37.5M | Buy |
145,146
+3,000
| +2% | +$775K | 0.31% | 68 |
|
|
2021
Q2 | $32.2M | Buy |
142,146
+30,126
| +27% | +$6.83M | 0.28% | 81 |
|
|
2021
Q1 | $24.9M | Sell |
112,020
-24,840
| -18% | -$5.53M | 0.25% | 93 |
|
|
2020
Q4 | $32.2M | Buy |
136,860
+660
| +0.5% | +$155K | 0.37% | 60 |
|
|
2020
Q3 | $19.5M | Buy |
136,200
+23,925
| +21% | +$3.42M | 0.28% | 78 |
|
|
2020
Q2 | $8.08M | Buy |
112,275
+29,775
| +36% | +$2.14M | 0.12% | 157 |
|
|
2020
Q1 | $2.88M | Sell |
82,500
-9,840
| -11% | -$344K | 0.07% | 242 |
|
|
2019
Q4 | $2.58M | Sell |
92,340
-52,065
| -36% | -$1.45M | 0.06% | 288 |
|
|
2019
Q3 | $2.32M | Buy |
144,405
+6,870
| +5% | +$110K | 0.07% | 245 |
|
|
2019
Q2 | $2.05M | Buy |
137,535
+77,460
| +129% | +$1.15M | 0.06% | 240 |
|
|
2019
Q1 | $1.12M | Buy |
60,075
+15,270
| +34% | +$285K | 0.08% | 198 |
|
|
2018
Q4 | $994K | Sell |
44,805
-38,055
| -46% | -$844K | 0.17% | 146 |
|
|
2018
Q3 | $1.46M | Buy |
82,860
+40,080
| +94% | +$708K | 0.08% | 169 |
|
|
2018
Q2 | $978K | Buy |
42,780
+10,065
| +31% | +$230K | 0.07% | 169 |
|
|
2018
Q1 | $580K | Buy |
32,715
+22,725
| +227% | +$403K | 0.04% | 236 |
|
|
2017
Q4 | $207K | Sell |
9,990
-1,305
| -12% | -$27K | 0.02% | 392 |
|
|
2017
Q3 | $257K | Buy |
11,295
+195
| +2% | +$4.44K | 0.02% | 333 |
|
|
2017
Q2 | $268K | Buy |
+11,100
| New | +$268K | 0.03% | 312 |
|