Capital Asset Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
19,917
+1,340
| +7% | +$403K | 0.28% | 47 |
|
|
2025
Q1 | $5.25M | Buy |
18,577
+859
| +5% | +$243K | 0.27% | 49 |
|
|
2024
Q4 | $7.27M | Buy |
17,718
+72
| +0.4% | +$29.6K | 0.36% | 43 |
|
|
2024
Q3 | $4.31M | Sell |
17,646
-226
| -1% | -$55.3K | 0.22% | 62 |
|
|
2024
Q2 | $4.69M | Sell |
17,872
-2,524
| -12% | -$662K | 0.25% | 50 |
|
|
2024
Q1 | $3.36M | Buy |
20,396
+4,130
| +25% | +$681K | 0.19% | 64 |
|
|
2023
Q4 | $4.04M | Buy |
16,266
+1,194
| +8% | +$297K | 0.25% | 48 |
|
|
2023
Q3 | $3.96M | Buy |
15,072
+1,923
| +15% | +$506K | 0.27% | 45 |
|
|
2023
Q2 | $3.7M | Buy |
13,149
+260
| +2% | +$73.2K | 0.26% | 44 |
|
|
2023
Q1 | $2.67M | Buy |
12,889
+2,189
| +20% | +$454K | 0.2% | 58 |
|
|
2022
Q4 | $1.33M | Buy |
10,700
+2,278
| +27% | +$283K | 0.11% | 100 |
|
|
2022
Q3 | $2.23M | Buy |
8,422
+2,251
| +36% | +$597K | 0.29% | 43 |
|
|
2022
Q2 | $1.39M | Sell |
6,171
-1,146
| -16% | -$257K | 0.15% | 86 |
|
|
2022
Q1 | $2.63M | Sell |
7,317
-588
| -7% | -$211K | 0.28% | 51 |
|
|
2021
Q4 | $2.79M | Sell |
7,905
-1,017
| -11% | -$358K | 0.3% | 46 |
|
|
2021
Q3 | $2.31M | Sell |
8,922
-378
| -4% | -$97.7K | 0.26% | 58 |
|
|
2021
Q2 | $2.11M | Buy |
9,300
+2,343
| +34% | +$531K | 0.23% | 60 |
|
|
2021
Q1 | $1.55M | Buy |
6,957
+2,613
| +60% | +$582K | 0.23% | 73 |
|
|
2020
Q4 | $1.02M | Buy |
4,344
+660
| +18% | +$155K | 0.18% | 96 |
|
|
2020
Q3 | $527K | Buy |
3,684
+579
| +19% | +$82.8K | 0.11% | 150 |
|
|
2020
Q2 | $284K | Buy |
+3,105
| New | +$284K | 0.06% | 268 |
|