Carolinas Wealth Consulting’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,171
Closed -$303K 862
2025
Q1
$303K Sell
1,171
-166
-12% -$43K 0.07% 141
2024
Q4
$540K Sell
1,337
-3,318
-71% -$1.34M 0.11% 100
2024
Q3
$1.22M Buy
4,655
+324
+7% +$84.8K 0.22% 63
2024
Q2
$857K Sell
4,331
-941
-18% -$186K 0.17% 74
2024
Q1
$927K Buy
5,272
+901
+21% +$158K 0.18% 69
2023
Q4
$1.09M Buy
4,371
+35
+0.8% +$8.7K 0.24% 57
2023
Q3
$871K Buy
4,336
+191
+5% +$38.4K 0.22% 60
2023
Q2
$1.08M Buy
4,145
+2
+0% +$524 0.22% 67
2023
Q1
$860K Buy
4,143
+278
+7% +$57.7K 0.18% 73
2022
Q4
$476K Buy
3,865
+2,844
+279% +$350K 0.11% 103
2022
Q3
$271K Buy
1,021
+103
+11% +$27.3K 0.07% 127
2022
Q2
$206K Sell
918
-3,423
-79% -$768K 0.05% 157
2022
Q1
$1.56M Buy
4,341
+3,468
+397% +$1.25M 0.34% 45
2021
Q4
$308K Buy
873
+30
+4% +$10.6K 0.07% 132
2021
Q3
$218K Buy
843
+99
+13% +$25.6K 0.05% 149
2021
Q2
$169K Sell
744
-5,082
-87% -$1.15M 0.04% 191
2021
Q1
$1.3M Sell
5,826
-1,029
-15% -$229K 0.32% 42
2020
Q4
$1.61M Buy
6,855
+810
+13% +$190K 0.43% 37
2020
Q3
$864K Buy
6,045
+135
+2% +$19.3K 0.29% 47
2020
Q2
$425K Sell
5,910
-255
-4% -$18.3K 0.17% 60
2020
Q1
$215K Buy
+6,165
New +$215K 0.12% 91