Capital Advisors Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $958K | Sell |
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|
2025
Q2 | $806K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $449K | Buy |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $542K | Buy |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $298K | Sell |
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|
2021
Q1 | $297K | Buy |
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