Axxcess 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 | $20.3M | Buy |
64,319
+475
| +0.7% | +$150K | 0.48% | 40 |
|
|
2025
Q1 | $16.5M | Buy |
63,844
+4,349
| +7% | +$1.12M | 0.44% | 51 |
|
|
2024
Q4 | $24M | Buy |
59,495
+1,623
| +3% | +$655K | 0.58% | 35 |
|
|
2024
Q3 | $15.1M | Sell |
57,872
-10,936
| -16% | -$2.86M | 0.37% | 54 |
|
|
2024
Q2 | $13.6M | Buy |
68,808
+14,124
| +26% | +$2.79M | 0.36% | 53 |
|
|
2024
Q1 | $9.61M | Buy |
54,684
+6,895
| +14% | +$1.21M | 0.26% | 76 |
|
|
2023
Q4 | $11.9M | Sell |
47,789
-1,660
| -3% | -$412K | 0.34% | 60 |
|
|
2023
Q3 | $12.3M | Buy |
49,449
+14,490
| +41% | +$3.62M | 0.42% | 51 |
|
|
2023
Q2 | $9.15M | Buy |
34,959
+909
| +3% | +$238K | 0.66% | 30 |
|
|
2023
Q1 | $7.06M | Buy |
34,050
+2,114
| +7% | +$439K | 0.53% | 38 |
|
|
2022
Q4 | $3.9M | Sell |
31,936
-12,098
| -27% | -$1.48M | 0.32% | 67 |
|
|
2022
Q3 | $11.6M | Buy |
+44,034
| New | +$11.6M | 1.1% | 12 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 661 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 702 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 622 |
|