Aprio 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 | $8.02M | Buy |
25,259
+1,684
| +7% | +$535K | 0.91% | 21 |
|
|
2025
Q1 | $6.11M | Buy |
23,575
+15,762
| +202% | +$4.08M | 0.77% | 30 |
|
|
2024
Q4 | $3.16M | Buy |
7,813
+557
| +8% | +$225K | 0.46% | 40 |
|
|
2024
Q3 | $1.9M | Buy |
7,256
+495
| +7% | +$130K | 0.3% | 52 |
|
|
2024
Q2 | $1.34M | Buy |
6,761
+875
| +15% | +$173K | 0.24% | 54 |
|
|
2024
Q1 | $1.03M | Buy |
5,886
+3,866
| +191% | +$680K | 0.2% | 59 |
|
|
2023
Q4 | $502K | Sell |
2,020
-7
| -0.3% | -$1.74K | 0.11% | 96 |
|
|
2023
Q3 | $507K | Buy |
2,027
+291
| +17% | +$72.8K | 0.14% | 81 |
|
|
2023
Q2 | $454K | Buy |
1,736
+3
| +0.2% | +$785 | 0.12% | 82 |
|
|
2023
Q1 | $360K | Buy |
+1,733
| New | +$360K | 0.11% | 87 |
|
|
2022
Q4 | – | Sell |
-1,783
| Closed | -$473K | – | 128 |
|
|
2022
Q3 | $473K | Buy |
+1,783
| New | +$473K | 0.19% | 62 |
|