Altus 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 | $261K | Sell |
821
-104
| -11% | -$33K | 0.12% | 28 |
|
|
2025
Q1 | $240K | Buy |
925
+86
| +10% | +$22.3K | 0.11% | 39 |
|
|
2024
Q4 | $339K | Sell |
839
-224
| -21% | -$90.5K | 0.15% | 30 |
|
|
2024
Q3 | $278K | Sell |
1,063
-270
| -20% | -$70.6K | 0.13% | 36 |
|
|
2024
Q2 | $264K | Buy |
1,333
+30
| +2% | +$5.94K | 0.13% | 37 |
|
|
2024
Q1 | $229K | Sell |
1,303
-573
| -31% | -$101K | 0.12% | 40 |
|
|
2023
Q4 | $466K | Buy |
1,876
+80
| +4% | +$19.9K | 0.28% | 24 |
|
|
2023
Q3 | $449K | Buy |
1,796
+213
| +13% | +$53.3K | 0.31% | 22 |
|
|
2023
Q2 | $414K | Sell |
1,583
-540
| -25% | -$141K | 0.33% | 17 |
|
|
2023
Q1 | $440K | Buy |
2,123
+224
| +12% | +$46.5K | 0.36% | 16 |
|
|
2022
Q4 | $234K | Sell |
1,899
-45
| -2% | -$5.55K | 0.21% | 25 |
|
|
2022
Q3 | $516K | Hold |
1,944
| – | – | 0.44% | 19 |
|
|
2022
Q2 | $436K | Hold |
1,944
| – | – | 0.34% | 21 |
|
|
2022
Q1 | $698K | Sell |
1,944
-150
| -7% | -$53.9K | 0.48% | 19 |
|
|
2021
Q4 | $738K | Hold |
2,094
| – | – | 0.44% | 18 |
|
|
2021
Q3 | $541K | Sell |
2,094
-3
| -0.1% | -$775 | 0.34% | 18 |
|
|
2021
Q2 | $475K | Hold |
2,097
| – | – | 0.31% | 19 |
|
|
2021
Q1 | $467K | Buy |
2,097
+45
| +2% | +$10K | 0.33% | 19 |
|
|
2020
Q4 | $483K | Hold |
2,052
| – | – | 0.37% | 18 |
|
|
2020
Q3 | $293K | Buy |
+2,052
| New | +$293K | 0.27% | 20 |
|