Cassaday & Co 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 | $3.9M | Buy |
12,293
+461
| +4% | +$146K | 0.1% | 51 |
|
|
2025
Q1 | $3.07M | Sell |
11,832
-1,044
| -8% | -$271K | 0.09% | 52 |
|
|
2024
Q4 | $5.2M | Sell |
12,876
-876
| -6% | -$354K | 0.14% | 36 |
|
|
2024
Q3 | $3.6M | Buy |
13,752
+79
| +0.6% | +$20.7K | 0.1% | 43 |
|
|
2024
Q2 | $2.71M | Sell |
13,673
-108
| -0.8% | -$21.4K | 0.09% | 51 |
|
|
2024
Q1 | $2.42M | Buy |
13,781
+239
| +2% | +$42K | 0.08% | 55 |
|
|
2023
Q4 | $3.37M | Sell |
13,542
-711
| -5% | -$177K | 0.12% | 41 |
|
|
2023
Q3 | $3.57M | Buy |
14,253
+964
| +7% | +$241K | 0.15% | 34 |
|
|
2023
Q2 | $3.48M | Buy |
13,289
+160
| +1% | +$41.9K | 0.14% | 35 |
|
|
2023
Q1 | $2.72M | Buy |
13,129
+81
| +0.6% | +$16.8K | 0.12% | 41 |
|
|
2022
Q4 | $1.61M | Buy |
+13,048
| New | +$1.61M | 0.07% | 61 |
|