Aquire 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 | $681K | Buy |
2,145
+396
| +23% | +$126K | 0.18% | 28 |
|
|
2025
Q1 | $453K | Sell |
1,749
-475
| -21% | -$123K | 0.14% | 33 |
|
|
2024
Q4 | $898K | Buy |
2,224
+2
| +0.1% | +$808 | 0.28% | 25 |
|
|
2024
Q3 | $581K | Sell |
2,222
-159
| -7% | -$41.6K | 0.18% | 30 |
|
|
2024
Q2 | $471K | Sell |
2,381
-480
| -17% | -$95K | 0.16% | 32 |
|
|
2024
Q1 | $503K | Sell |
2,861
-229
| -7% | -$40.3K | 0.18% | 33 |
|
|
2023
Q4 | $768K | Sell |
3,090
-27
| -0.9% | -$6.71K | 0.29% | 27 |
|
|
2023
Q3 | $780K | Hold |
3,117
| – | – | 0.33% | 27 |
|
|
2023
Q2 | $816K | Buy |
3,117
+76
| +2% | +$19.9K | 0.33% | 27 |
|
|
2023
Q1 | $631K | Buy |
+3,041
| New | +$631K | 0.28% | 28 |
|
|
2022
Q4 | – | Sell |
-1,413
| Closed | -$375K | – | 36 |
|
|
2022
Q3 | $375K | Hold |
1,413
| – | – | 0.22% | 30 |
|
|
2022
Q2 | $317K | Hold |
1,413
| – | – | 0.19% | 29 |
|
|
2022
Q1 | $508K | Hold |
1,413
| – | – | 0.27% | 28 |
|
|
2021
Q4 | $498K | Buy |
+1,413
| New | +$498K | 0.26% | 30 |
|