Aries 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 | – | Sell |
-1,000
| Closed | -$259K | – | 230 |
|
|
2025
Q1 | $259K | Buy |
1,000
+73
| +8% | +$18.9K | 0.07% | 195 |
|
|
2024
Q4 | $374K | Buy |
927
+100
| +12% | +$40.4K | 0.1% | 162 |
|
|
2024
Q3 | $216K | Buy |
+827
| New | +$216K | 0.06% | 214 |
|
|
2024
Q1 | – | Sell |
-927
| Closed | -$230K | – | 214 |
|
|
2023
Q4 | $230K | Sell |
927
-105
| -10% | -$26.1K | 0.08% | 179 |
|
|
2023
Q3 | $262K | Buy |
1,032
+105
| +11% | +$26.7K | 0.1% | 163 |
|
|
2023
Q2 | $243K | Buy |
+927
| New | +$243K | 0.09% | 167 |
|
|
2022
Q2 | – | Sell |
-969
| Closed | -$348K | – | 233 |
|
|
2022
Q1 | $348K | Buy |
+969
| New | +$348K | 0.15% | 61 |
|