Circle 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 | $6.08M | Buy |
19,126
+4,373
| +30% | +$1.39M | 0.13% | 42 |
|
|
2025
Q1 | $3.82M | Sell |
14,753
-10,161
| -41% | -$2.63M | 0.09% | 49 |
|
|
2024
Q4 | $10.1M | Sell |
24,914
-2,310
| -8% | -$933K | 0.21% | 30 |
|
|
2024
Q3 | $7.12M | Buy |
27,224
+5,906
| +28% | +$1.55M | 0.16% | 37 |
|
|
2024
Q2 | $4.22M | Buy |
21,318
+7,193
| +51% | +$1.42M | 0.1% | 45 |
|
|
2024
Q1 | $2.48M | Sell |
14,125
-1,577
| -10% | -$277K | 0.06% | 63 |
|
|
2023
Q4 | $3.9M | Sell |
15,702
-14
| -0.1% | -$3.48K | 0.1% | 47 |
|
|
2023
Q3 | $3.93M | Buy |
15,716
+844
| +6% | +$211K | 0.1% | 48 |
|
|
2023
Q2 | $3.89M | Sell |
14,872
-56
| -0.4% | -$14.7K | 0.51% | 28 |
|
|
2023
Q1 | $3.1M | Buy |
14,928
+146
| +1% | +$30.3K | 0.45% | 30 |
|
|
2022
Q4 | $1.82M | Buy |
14,782
+1,547
| +12% | +$191K | 0.28% | 37 |
|
|
2022
Q3 | $3.51M | Sell |
13,235
-265
| -2% | -$70.3K | 0.58% | 27 |
|
|
2022
Q2 | $3.03M | Buy |
13,500
+57
| +0.4% | +$12.8K | 0.48% | 27 |
|
|
2022
Q1 | $4.83M | Sell |
13,443
-765
| -5% | -$275K | 0.63% | 26 |
|
|
2021
Q4 | $5.01M | Sell |
14,208
-450
| -3% | -$159K | 0.65% | 20 |
|
|
2021
Q3 | $3.79M | Sell |
14,658
-207
| -1% | -$53.5K | 0.55% | 27 |
|
|
2021
Q2 | $3.37M | Sell |
14,865
-141
| -0.9% | -$31.9K | 0.48% | 26 |
|
|
2021
Q1 | $3.34M | Buy |
15,006
+2,535
| +20% | +$564K | 0.53% | 25 |
|
|
2020
Q4 | $2.93M | Buy |
12,471
+2,517
| +25% | +$592K | 0.42% | 31 |
|
|
2020
Q3 | $1.42M | Buy |
9,954
+1,134
| +13% | +$162K | 0.24% | 46 |
|
|
2020
Q2 | $635K | Sell |
8,820
-2,025
| -19% | -$146K | 0.11% | 92 |
|
|
2020
Q1 | $379K | Buy |
10,845
+3,165
| +41% | +$111K | 0.07% | 127 |
|
|
2019
Q4 | $214K | Buy |
+7,680
| New | +$214K | 0.04% | 173 |
|