Centric Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.48M | Buy |
8,875
+134
| +2% | +$55.2K | 0.7% | 47 |
|
|
2025
Q4 | $3.69M | Buy |
8,741
+297
| +4% | +$132K | 0.78% | 40 |
|
|
2025
Q3 | $3.86M | Buy |
8,444
+544
| +7% | +$189K | 0.86% | 32 |
|
|
2025
Q2 | $2.6M | Buy |
7,900
+630
| +9% | +$190K | 0.62% | 57 |
|
|
2025
Q1 | $1.88M | Buy |
7,270
+3,333
| +85% | +$1.11M | 0.5% | 70 |
|
|
2024
Q4 | $1.59M | Buy |
3,937
+2,463
| +167% | +$792K | 0.43% | 67 |
|
|
2024
Q3 | $425K | Buy |
1,474
+11
| +0.8% | +$2.51K | 0.11% | 125 |
|
|
2024
Q2 | $322K | Sell |
1,463
-67
| -4% | -$11.7K | 0.09% | 126 |
|
|
2024
Q1 | $280K | Sell |
1,530
-40,772
| -96% | -$7.97M | 0.09% | 127 |
|
|
2023
Q4 | $7.66M | Buy |
42,302
+28
| +0.1% | +$6.65K | 2.52% | 6 |
|
|
2023
Q3 | $10.6M | Buy |
42,274
+20,277
| +92% | +$5.21M | 4.42% | 3 |
|
|
2023
Q2 | $5.93M | Buy |
21,997
+9,959
| +83% | +$1.99M | 2.37% | 7 |
|
|
2023
Q1 | $2.5M | Sell |
12,038
-1,985
| -14% | -$346K | 1.08% | 22 |
|
|
2022
Q4 | $1.73M | Buy |
14,023
+560
| +4% | +$106K | 0.88% | 32 |
|
|
2022
Q3 | $3.57M | Buy |
13,463
+722
| +6% | +$202K | 1.42% | 11 |
|
|
2022
Q2 | $2.86M | Buy |
12,741
+72
| +0.6% | +$19.7K | 1.05% | 14 |
|
|
2022
Q1 | $4.55M | Buy |
12,669
+66
| +0.5% | +$20.6K | 1.44% | 8 |
|
|
2021
Q4 | $4.44M | Buy |
12,603
+1,362
| +12% | +$457K | 1.46% | 9 |
|
|
2021
Q3 | $2.91M | Buy |
11,241
+867
| +8% | +$204K | 1.07% | 15 |
|
|
2021
Q2 | $2.35M | Sell |
10,374
-12,354
| -54% | -$2.68M | 0.81% | 25 |
|
|
2021
Q1 | $5.06M | Buy |
22,728
+8,058
| +55% | +$2.02M | 1.44% | 9 |
|
|
2020
Q4 | $3.45M | Buy |
14,670
+11,634
| +383% | +$1.99M | 1.08% | 12 |
|
|
2020
Q3 | $246K | Sell |
3,036
-11,919
| -80% | -$1.41M | 0.19% | 91 |
|
|
2020
Q2 | $1.08M | Sell |
14,955
-225
| -1% | -$12.2K | 0.56% | 51 |
|
|
2020
Q1 | $246K | Buy |
15,180
+3,750
| +33% | +$155K | 0.19% | 91 |
|
|
2019
Q4 | $319K | Sell |
11,430
-3,750
| -25% | -$81.3K | 0.25% | 71 |
|
|
2019
Q3 | $246K | Buy |
15,180
+150
| +1% | +$2.35K | 0.19% | 91 |
|
|
2019
Q2 | $224K | Sell |
15,030
-120
| -0.8% | -$1.87K | 0.2% | 90 |
|
|
2019
Q1 | $283K | Buy |
15,150
+150
| +1% | +$3.01K | 0.26% | 72 |
|
|
2018
Q4 | $333K | Buy |
+15,000
| New | +$323K | 0.29% | 78 |
|
Other funds holding TSLA
VCM
VPM
