Arete 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 | $8.1M | Sell |
25,496
-604
| -2% | -$192K | 0.58% | 39 |
|
|
2025
Q1 | $6.77M | Buy |
26,100
+5,632
| +28% | +$1.46M | 0.52% | 40 |
|
|
2024
Q4 | $8.31M | Buy |
20,468
+4,763
| +30% | +$1.93M | 0.6% | 36 |
|
|
2024
Q3 | $4.08M | Buy |
+15,705
| New | +$4.08M | 0.35% | 64 |
|
|
2024
Q1 | – | Sell |
-22,845
| Closed | -$5.68M | – | 702 |
|
|
2023
Q4 | $5.68M | Buy |
+22,845
| New | +$5.68M | 0.43% | 47 |
|
|
2023
Q3 | – | Sell |
-22,988
| Closed | -$6.02M | – | 704 |
|
|
2023
Q2 | $6.02M | Buy |
22,988
+1,151
| +5% | +$301K | 0.53% | 38 |
|
|
2023
Q1 | $4.53M | Buy |
21,837
+2,819
| +15% | +$585K | 0.37% | 61 |
|
|
2022
Q4 | $2.34B | Sell |
19,018
-2,060
| -10% | -$254M | 0.2% | 98 |
|
|
2022
Q3 | $5.59M | Buy |
21,078
+1,260
| +6% | +$334K | 0.55% | 38 |
|
|
2022
Q2 | $4.48M | Buy |
19,818
+2,970
| +18% | +$671K | 0.45% | 54 |
|
|
2022
Q1 | $6.05M | Buy |
16,848
+180
| +1% | +$64.7K | 0.51% | 49 |
|
|
2021
Q4 | $6.33M | Buy |
16,668
+450
| +3% | +$171K | 0.54% | 45 |
|
|
2021
Q3 | $4.19M | Buy |
16,218
+99
| +0.6% | +$25.6K | 0.46% | 47 |
|
|
2021
Q2 | $2.3M | Sell |
16,119
-309
| -2% | -$44K | 0.32% | 67 |
|
|
2021
Q1 | $3.66M | Buy |
16,428
+2,157
| +15% | +$480K | 0.47% | 49 |
|
|
2020
Q4 | $3.43M | Sell |
14,271
-2,013
| -12% | -$483K | 0.49% | 51 |
|
|
2020
Q3 | $2.26M | Sell |
16,284
-2,286
| -12% | -$318K | 0.34% | 69 |
|
|
2020
Q2 | $1.34M | Buy |
18,570
+2,070
| +13% | +$149K | 0.23% | 110 |
|
|
2020
Q1 | $573K | Sell |
16,500
-7,695
| -32% | -$267K | 0.11% | 179 |
|
|
2019
Q4 | $675K | Buy |
24,195
+1,245
| +5% | +$34.7K | 0.12% | 196 |
|
|
2019
Q3 | $369K | Buy |
22,950
+2,340
| +11% | +$37.6K | 0.07% | 260 |
|
|
2019
Q2 | $307K | Buy |
20,610
+7,830
| +61% | +$117K | 0.06% | 295 |
|
|
2019
Q1 | $238K | Buy |
12,780
+2,475
| +24% | +$46.1K | 0.05% | 326 |
|
|
2018
Q4 | $229K | Buy |
+10,305
| New | +$229K | 0.06% | 313 |
|
|
2014
Q4 | – | Sell |
-14,955
| Closed | -$242K | – | 158 |
|
|
2014
Q3 | $242K | Buy |
+14,955
| New | +$242K | 0.18% | 98 |
|