CarsonAllaria 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 | $244K | Buy |
769
+23
| +3% | +$7.31K | 0.13% | 55 |
|
|
2025
Q1 | $193K | Buy |
746
+137
| +22% | +$35.5K | 0.11% | 67 |
|
|
2024
Q4 | $246K | Sell |
609
-24
| -4% | -$9.69K | 0.14% | 58 |
|
|
2024
Q3 | $166K | Buy |
633
+25
| +4% | +$6.54K | 0.1% | 75 |
|
|
2024
Q2 | $120K | Buy |
608
+38
| +7% | +$7.52K | 0.07% | 86 |
|
|
2024
Q1 | $100K | Buy |
570
+60
| +12% | +$10.5K | 0.06% | 101 |
|
|
2023
Q4 | $127K | Sell |
510
-5
| -1% | -$1.24K | 0.09% | 78 |
|
|
2023
Q3 | $129K | Sell |
515
-71
| -12% | -$17.8K | 0.1% | 79 |
|
|
2023
Q2 | $153K | Buy |
586
+101
| +21% | +$26.4K | 0.12% | 77 |
|
|
2023
Q1 | $101K | Buy |
485
+37
| +8% | +$7.68K | 0.08% | 86 |
|
|
2022
Q4 | $55K | Buy |
448
+6
| +1% | +$737 | 0.05% | 107 |
|
|
2022
Q3 | $117K | Sell |
442
-2
| -0.5% | -$529 | 0.11% | 85 |
|
|
2022
Q2 | $100K | Buy |
444
+24
| +6% | +$5.41K | 0.09% | 90 |
|
|
2022
Q1 | $151K | Sell |
420
-21
| -5% | -$7.55K | 0.14% | 76 |
|
|
2021
Q4 | $155K | Buy |
+441
| New | +$155K | 0.14% | 79 |
|