Caliber Wealth Management (Utah)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $471K | Buy |
2,682
+193
| +8% | +$33.9K | 0.25% | 51 |
|
|
2023
Q4 | $618K | Sell |
2,489
-3
| -0.1% | -$745 | 0.36% | 48 |
|
|
2023
Q3 | $624K | Buy |
2,492
+9
| +0.4% | +$2.25K | 0.42% | 48 |
|
|
2023
Q2 | $650K | Buy |
2,483
+151
| +6% | +$39.5K | 0.44% | 48 |
|
|
2023
Q1 | $484K | Sell |
2,332
-662
| -22% | -$137K | 0.36% | 49 |
|
|
2022
Q4 | $369K | Buy |
2,994
+1,375
| +85% | +$169K | 0.28% | 64 |
|
|
2022
Q3 | $429K | Sell |
1,619
-688
| -30% | -$182K | 0.34% | 57 |
|
|
2022
Q2 | $518K | Sell |
2,307
-5,013
| -68% | -$1.13M | 0.4% | 55 |
|
|
2022
Q1 | $2.63M | Buy |
7,320
+207
| +3% | +$74.3K | 1.68% | 21 |
|
|
2021
Q4 | $2.49M | Sell |
7,113
-1,803
| -20% | -$631K | 1.72% | 20 |
|
|
2021
Q3 | $2.59M | Sell |
8,916
-1,068
| -11% | -$310K | 1.82% | 8 |
|
|
2021
Q2 | $2.26M | Sell |
9,984
-2,985
| -23% | -$676K | 1.6% | 12 |
|
|
2021
Q1 | $2.89M | Buy |
12,969
+4,509
| +53% | +$1M | 2.1% | 6 |
|
|
2020
Q4 | $1.99M | Buy |
+8,460
| New | +$1.99M | 1.95% | 14 |
|