Charles Schwab Investment Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,431
| Closed | -$955K | – | 95 |
|
|
2024
Q1 | $955K | Buy |
5,431
+1,112
| +26% | +$195K | ﹤0.01% | 61 |
|
|
2023
Q4 | $1.07M | Buy |
4,319
+117
| +3% | +$29.1K | ﹤0.01% | 59 |
|
|
2023
Q3 | $1.05M | Buy |
4,202
+12
| +0.3% | +$3K | ﹤0.01% | 57 |
|
|
2023
Q2 | $1.1M | Sell |
4,190
-1,069
| -20% | -$280K | ﹤0.01% | 62 |
|
|
2023
Q1 | $1.09M | Buy |
5,259
+1,328
| +34% | +$276K | ﹤0.01% | 62 |
|
|
2022
Q4 | $484K | Sell |
3,931
-30
| -0.8% | -$3.7K | ﹤0.01% | 74 |
|
|
2022
Q3 | $1.05M | Sell |
3,961
-65
| -2% | -$17.2K | ﹤0.01% | 59 |
|
|
2022
Q2 | $904K | Buy |
4,026
+153
| +4% | +$34.4K | ﹤0.01% | 57 |
|
|
2022
Q1 | $1.39M | Buy |
3,873
+336
| +9% | +$121K | ﹤0.01% | 53 |
|
|
2021
Q4 | $1.25M | Sell |
3,537
-75
| -2% | -$26.4K | ﹤0.01% | 55 |
|
|
2021
Q3 | $934K | Sell |
3,612
-270
| -7% | -$69.8K | ﹤0.01% | 56 |
|
|
2021
Q2 | $880K | Buy |
3,882
+111
| +3% | +$25.2K | ﹤0.01% | 58 |
|
|
2021
Q1 | $840K | Sell |
3,771
-270
| -7% | -$60.1K | ﹤0.01% | 58 |
|
|
2020
Q4 | $951K | Buy |
4,041
+1,092
| +37% | +$257K | ﹤0.01% | 53 |
|
|
2020
Q3 | $422K | Buy |
2,949
+144
| +5% | +$20.6K | ﹤0.01% | 57 |
|
|
2020
Q2 | $202K | Buy |
+2,805
| New | +$202K | ﹤0.01% | 64 |
|