Ascent Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
4,725
+15
| +0.3% | +$4.77K | 0.19% | 103 |
|
|
2025
Q1 | $1.22M | Buy |
4,710
+18
| +0.4% | +$4.67K | 0.16% | 109 |
|
|
2024
Q4 | $1.89M | Hold |
4,692
| – | – | 0.26% | 75 |
|
|
2024
Q3 | $1.23M | Sell |
4,692
-29
| -0.6% | -$7.59K | 0.17% | 100 |
|
|
2024
Q2 | $934K | Buy |
4,721
+85
| +2% | +$16.8K | 0.14% | 110 |
|
|
2024
Q1 | $815K | Sell |
4,636
-5,048
| -52% | -$887K | 0.12% | 111 |
|
|
2023
Q4 | $2.41M | Buy |
9,684
+4,928
| +104% | +$1.22M | 0.39% | 55 |
|
|
2023
Q3 | $1.19M | Sell |
4,756
-12
| -0.3% | -$3K | 0.22% | 88 |
|
|
2023
Q2 | $1.28M | Buy |
4,768
+136
| +3% | +$36.5K | 0.23% | 91 |
|
|
2023
Q1 | $961K | Buy |
4,632
+555
| +14% | +$115K | 0.19% | 101 |
|
|
2022
Q4 | $502K | Sell |
4,077
-33
| -0.8% | -$4.07K | 0.11% | 117 |
|
|
2022
Q3 | $1.09M | Buy |
4,110
+75
| +2% | +$19.9K | 0.26% | 83 |
|
|
2022
Q2 | $906K | Sell |
4,035
-5,736
| -59% | -$1.29M | 0.2% | 94 |
|
|
2022
Q1 | $3.51M | Buy |
9,771
+66
| +0.7% | +$23.7K | 0.66% | 49 |
|
|
2021
Q4 | $3.42M | Buy |
9,705
+174
| +2% | +$61.3K | 0.61% | 50 |
|
|
2021
Q3 | $2.46M | Buy |
9,531
+96
| +1% | +$24.8K | 0.47% | 56 |
|
|
2021
Q2 | $2.14M | Sell |
9,435
-231
| -2% | -$52.3K | 0.41% | 57 |
|
|
2021
Q1 | $2.15M | Sell |
9,666
-4,065
| -30% | -$905K | 0.47% | 55 |
|
|
2020
Q4 | $3.23M | Sell |
13,731
-840
| -6% | -$198K | 0.72% | 46 |
|
|
2020
Q3 | $2.08M | Sell |
14,571
-11,859
| -45% | -$1.7M | 0.53% | 55 |
|
|
2020
Q2 | $1.9M | Buy |
26,430
+555
| +2% | +$39.9K | 0.55% | 53 |
|
|
2020
Q1 | $903K | Buy |
+25,875
| New | +$903K | 0.33% | 59 |
|