Capital Advisors 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 | $806K | Sell |
2,538
-7
| -0.3% | -$2.22K | 0.13% | 83 |
|
|
2025
Q1 | $660K | Sell |
2,545
-81
| -3% | -$21K | 0.12% | 89 |
|
|
2024
Q4 | $1.06M | Buy |
2,626
+307
| +13% | +$124K | 0.19% | 63 |
|
|
2024
Q3 | $607K | Sell |
2,319
-68
| -3% | -$17.8K | 0.11% | 85 |
|
|
2024
Q2 | $472K | Sell |
2,387
-170
| -7% | -$33.6K | 0.09% | 89 |
|
|
2024
Q1 | $449K | Buy |
2,557
+54
| +2% | +$9.49K | 0.09% | 92 |
|
|
2023
Q4 | $622K | Buy |
2,503
+338
| +16% | +$84K | 0.14% | 70 |
|
|
2023
Q3 | $542K | Buy |
2,165
+33
| +2% | +$8.26K | 0.14% | 76 |
|
|
2023
Q2 | $558K | Buy |
2,132
+561
| +36% | +$147K | 0.14% | 76 |
|
|
2023
Q1 | $326K | Buy |
+1,571
| New | +$326K | 0.09% | 98 |
|
|
2022
Q4 | – | Sell |
-1,311
| Closed | -$348K | – | 134 |
|
|
2022
Q3 | $348K | Sell |
1,311
-9
| -0.7% | -$2.39K | 0.12% | 85 |
|
|
2022
Q2 | $296K | Hold |
1,320
| – | – | 0.1% | 87 |
|
|
2022
Q1 | $474K | Sell |
1,320
-63
| -5% | -$22.6K | 0.15% | 71 |
|
|
2021
Q4 | $487K | Buy |
1,383
+69
| +5% | +$24.3K | 0.15% | 67 |
|
|
2021
Q3 | $340K | Hold |
1,314
| – | – | 0.12% | 80 |
|
|
2021
Q2 | $298K | Sell |
1,314
-21
| -2% | -$4.76K | 0.11% | 74 |
|
|
2021
Q1 | $297K | Buy |
+1,335
| New | +$297K | 0.13% | 69 |
|