Arbor Trust 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 | $252K | Sell |
792
-212
| -21% | -$67.3K | 0.12% | 78 |
|
|
2025
Q1 | $260K | Sell |
1,004
-48
| -5% | -$12.4K | 0.12% | 84 |
|
|
2024
Q4 | $425K | Sell |
1,052
-587
| -36% | -$237K | 0.2% | 68 |
|
|
2024
Q3 | $324K | Hold |
1,639
| – | – | 0.17% | 76 |
|
|
2024
Q2 | $324K | Sell |
1,639
-710
| -30% | -$140K | 0.17% | 76 |
|
|
2024
Q1 | $403K | Sell |
2,349
-20
| -0.8% | -$3.44K | 0.22% | 71 |
|
|
2023
Q4 | $589K | Sell |
2,369
-25
| -1% | -$6.21K | 0.35% | 60 |
|
|
2023
Q3 | $599K | Sell |
2,394
-20
| -0.8% | -$5K | 0.39% | 56 |
|
|
2023
Q2 | $632K | Sell |
2,414
-1,250
| -34% | -$327K | 0.4% | 53 |
|
|
2023
Q1 | $760K | Buy |
3,664
+1,197
| +49% | +$248K | 0.5% | 48 |
|
|
2022
Q4 | $304K | Buy |
2,467
+75
| +3% | +$9.24K | 0.21% | 75 |
|
|
2022
Q3 | $635K | Sell |
2,392
-29
| -1% | -$7.7K | 0.48% | 48 |
|
|
2022
Q2 | $544K | Sell |
2,421
-87
| -3% | -$19.5K | 0.38% | 58 |
|
|
2022
Q1 | $901K | Hold |
2,508
| – | – | 0.54% | 48 |
|
|
2021
Q4 | $884K | Sell |
2,508
-5,772
| -70% | -$2.03M | 0.51% | 47 |
|
|
2021
Q3 | $2.14M | Sell |
8,280
-75
| -0.9% | -$19.4K | 1.34% | 25 |
|
|
2021
Q2 | $1.89M | Buy |
8,355
+75
| +0.9% | +$17K | 1.19% | 26 |
|
|
2021
Q1 | $1.84M | Buy |
8,280
+30
| +0.4% | +$6.68K | 1.23% | 26 |
|
|
2020
Q4 | $1.94M | Sell |
8,250
-135
| -2% | -$31.8K | 1.41% | 24 |
|
|
2020
Q3 | $1.2M | Hold |
8,385
| – | – | 1.04% | 34 |
|
|
2020
Q2 | $604K | Buy |
8,385
+225
| +3% | +$16.2K | 0.55% | 45 |
|
|
2020
Q1 | $285K | Sell |
8,160
-150
| -2% | -$5.24K | 0.3% | 64 |
|
|
2019
Q4 | $232K | Buy |
+8,310
| New | +$232K | 0.2% | 78 |
|