Altium Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.02M | Buy |
40,197
+10,248
| +34% | +$2.3M | 0.65% | 26 |
|
|
2022
Q1 | $10.8M | Buy |
29,949
+8,373
| +39% | +$3.01M | 0.69% | 25 |
|
|
2021
Q4 | $7.6M | Buy |
21,576
+2,136
| +11% | +$752K | 0.49% | 30 |
|
|
2021
Q3 | $5.03M | Buy |
19,440
+7,089
| +57% | +$1.83M | 0.36% | 33 |
|
|
2021
Q2 | $2.8M | Sell |
12,351
-2,007
| -14% | -$455K | 0.21% | 55 |
|
|
2021
Q1 | $3.2M | Buy |
14,358
+3,864
| +37% | +$860K | 0.26% | 44 |
|
|
2020
Q4 | $2.47M | Buy |
10,494
+2,388
| +29% | +$562K | 0.22% | 53 |
|
|
2020
Q3 | $1.16M | Sell |
8,106
-84
| -1% | -$12K | 0.12% | 86 |
|
|
2020
Q2 | $590K | Hold |
8,190
| – | – | 0.07% | 135 |
|
|
2020
Q1 | $286K | Buy |
+8,190
| New | +$286K | 0.04% | 226 |
|