Carolina Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
1,093
-157
| -13% | -$49.9K | 0.17% | 53 |
|
|
2025
Q1 | $324K | Buy |
1,250
+369
| +42% | +$95.6K | 0.17% | 52 |
|
|
2024
Q4 | $356K | Sell |
881
-429
| -33% | -$173K | 0.19% | 47 |
|
|
2024
Q3 | $343K | Buy |
1,310
+82
| +7% | +$21.5K | 0.17% | 53 |
|
|
2024
Q2 | $243K | Sell |
1,228
-2
| -0.2% | -$396 | 0.12% | 56 |
|
|
2024
Q1 | $216K | Hold |
1,230
| – | – | 0.12% | 61 |
|
|
2023
Q4 | $306K | Sell |
1,230
-6
| -0.5% | -$1.49K | 0.16% | 65 |
|
|
2023
Q3 | $309K | Hold |
1,236
| – | – | 0.17% | 69 |
|
|
2023
Q2 | $324K | Sell |
1,236
-21
| -2% | -$5.5K | 0.19% | 58 |
|
|
2023
Q1 | $261K | Buy |
1,257
+395
| +46% | +$81.9K | 0.15% | 71 |
|
|
2022
Q4 | $106K | Hold |
862
| – | – | 0.07% | 79 |
|
|
2022
Q3 | $229K | Buy |
862
+46
| +6% | +$12.2K | 0.18% | 63 |
|
|
2022
Q2 | $183K | Buy |
816
+21
| +3% | +$4.71K | 0.12% | 86 |
|
|
2022
Q1 | $286K | Buy |
795
+105
| +15% | +$37.8K | 0.18% | 56 |
|
|
2021
Q4 | $243K | Hold |
690
| – | – | 0.14% | 67 |
|
|
2021
Q3 | $178K | Hold |
690
| – | – | 0.12% | 73 |
|
|
2021
Q2 | $156K | Buy |
690
+225
| +48% | +$50.9K | 0.11% | 67 |
|
|
2021
Q1 | $104K | Sell |
465
-15
| -3% | -$3.36K | 0.08% | 84 |
|
|
2020
Q4 | $113K | Hold |
480
| – | – | 0.09% | 54 |
|
|
2020
Q3 | $69K | Sell |
480
-60
| -11% | -$8.63K | 0.06% | 58 |
|
|
2020
Q2 | $39K | Hold |
540
| – | – | 0.04% | 60 |
|
|
2020
Q1 | $19K | Buy |
540
+165
| +44% | +$5.81K | 0.02% | 81 |
|
|
2019
Q4 | $10K | Buy |
+375
| New | +$10K | 0.01% | 130 |
|