Amplius 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 | $515K | Buy |
1,622
+36
| +2% | +$11.4K | 0.05% | 115 |
|
|
2025
Q1 | $411K | Buy |
1,586
+402
| +34% | +$104K | 0.04% | 123 |
|
|
2024
Q4 | $478K | Sell |
1,184
-286
| -19% | -$116K | 0.05% | 109 |
|
|
2024
Q3 | $385K | Sell |
1,470
-19
| -1% | -$4.97K | 0.04% | 113 |
|
|
2024
Q2 | $295K | Sell |
1,489
-23
| -2% | -$4.55K | 0.03% | 131 |
|
|
2024
Q1 | $266K | Sell |
1,512
-111
| -7% | -$19.5K | 0.03% | 139 |
|
|
2023
Q4 | $403K | Buy |
1,623
+40
| +3% | +$9.94K | 0.05% | 109 |
|
|
2023
Q3 | $396K | Buy |
1,583
+125
| +9% | +$31.3K | 0.05% | 106 |
|
|
2023
Q2 | $382K | Sell |
1,458
-16
| -1% | -$4.19K | 0.05% | 115 |
|
|
2023
Q1 | $306K | Buy |
+1,474
| New | +$306K | 0.04% | 122 |
|
|
2022
Q4 | – | Sell |
-1,714
| Closed | -$455K | – | 190 |
|
|
2022
Q3 | $455K | Buy |
1,714
+202
| +13% | +$53.6K | 0.08% | 92 |
|
|
2022
Q2 | $339K | Sell |
1,512
-426
| -22% | -$95.5K | 0.05% | 122 |
|
|
2022
Q1 | $696K | Buy |
1,938
+90
| +5% | +$32.3K | 0.11% | 82 |
|
|
2021
Q4 | $650K | Buy |
+1,848
| New | +$650K | 0.09% | 91 |
|