Aletheian Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $983K | Sell |
3,093
-241
| -7% | -$76.6K | 0.48% | 39 |
|
2025
Q1 | $864K | Buy |
3,334
+864
| +35% | +$224K | 0.49% | 41 |
|
2024
Q4 | $997K | Buy |
2,470
+149
| +6% | +$60.2K | 0.59% | 38 |
|
2024
Q3 | $607K | Sell |
2,321
-2,886
| -55% | -$755K | 0.35% | 47 |
|
2024
Q2 | $1.03M | Buy |
5,207
+365
| +8% | +$72.2K | 0.54% | 42 |
|
2024
Q1 | $851K | Buy |
4,842
+90
| +2% | +$15.8K | 0.46% | 54 |
|
2023
Q4 | $1.18M | Sell |
4,752
-164
| -3% | -$40.8K | 0.78% | 32 |
|
2023
Q3 | $1.23M | Sell |
4,916
-755
| -13% | -$189K | 0.94% | 28 |
|
2023
Q2 | $1.48M | Buy |
5,671
+3,814
| +205% | +$998K | 1.02% | 24 |
|
2023
Q1 | $385K | Sell |
1,857
-319
| -15% | -$66.2K | 0.34% | 45 |
|
2022
Q4 | $268K | Buy |
2,176
+809
| +59% | +$99.7K | 0.23% | 68 |
|
2022
Q3 | $363K | Sell |
1,367
-292
| -18% | -$77.5K | 0.41% | 38 |
|
2022
Q2 | $372K | Buy |
1,659
+132
| +9% | +$29.6K | 0.38% | 41 |
|
2022
Q1 | $548K | Buy |
1,527
+516
| +51% | +$185K | 0.52% | 36 |
|
2021
Q4 | $356K | Buy |
+1,011
| New | +$356K | 0.35% | 39 |
|