Apexium Financial’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Sell |
2,941
-109
| -4% | -$34.6K | 0.05% | 133 |
|
|
2025
Q1 | $790K | Buy |
3,050
+263
| +9% | +$68.2K | 0.05% | 139 |
|
|
2024
Q4 | $1.13M | Buy |
2,787
+198
| +8% | +$80K | 0.07% | 102 |
|
|
2024
Q3 | $677K | Sell |
2,589
-124
| -5% | -$32.4K | 0.04% | 117 |
|
|
2024
Q2 | $537K | Sell |
2,713
-69
| -2% | -$13.7K | 0.04% | 134 |
|
|
2024
Q1 | $489K | Sell |
2,782
-22,172
| -89% | -$3.9M | 0.04% | 144 |
|
|
2023
Q4 | $6.2M | Buy |
24,954
+21,972
| +737% | +$5.46M | 0.45% | 32 |
|
|
2023
Q3 | $746K | Sell |
2,982
-1
| -0% | -$250 | 0.07% | 100 |
|
|
2023
Q2 | $781K | Buy |
2,983
+151
| +5% | +$39.5K | 0.07% | 101 |
|
|
2023
Q1 | $588K | Sell |
2,832
-312
| -10% | -$64.7K | 0.06% | 122 |
|
|
2022
Q4 | $387K | Buy |
3,144
+76
| +2% | +$9.36K | 0.04% | 143 |
|
|
2022
Q3 | $814K | Buy |
3,068
+1,661
| +118% | +$441K | 0.1% | 85 |
|
|
2022
Q2 | $316K | Buy |
1,407
+417
| +42% | +$93.7K | 0.18% | 74 |
|
|
2022
Q1 | $349K | Hold |
990
| – | – | 0.18% | 67 |
|
|
2021
Q4 | $349K | Buy |
990
+60
| +6% | +$21.2K | 0.18% | 69 |
|
|
2021
Q3 | $240K | Buy |
+930
| New | +$240K | 0.14% | 80 |
|