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 |
|