Clay Northam 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 | $4.09M | Sell |
12,891
-75
| -0.6% | -$23.8K | 2.62% | 12 |
|
2025
Q1 | $3.36M | Sell |
12,966
-1,464
| -10% | -$379K | 2.35% | 13 |
|
2024
Q4 | $5.83M | Buy |
14,430
+771
| +6% | +$311K | 3.76% | 9 |
|
2024
Q3 | $3.57M | Buy |
13,659
+800
| +6% | +$209K | 2.46% | 11 |
|
2024
Q2 | $2.54M | Buy |
12,859
+106
| +0.8% | +$21K | 1.93% | 13 |
|
2024
Q1 | $2.24M | Buy |
12,753
+1,085
| +9% | +$191K | 1.81% | 13 |
|
2023
Q4 | $2.9M | Sell |
11,668
-318
| -3% | -$79K | 2.58% | 10 |
|
2023
Q3 | $3M | Hold |
11,986
| – | – | 2.98% | 10 |
|
2023
Q2 | $3.14M | Buy |
11,986
+595
| +5% | +$156K | 2.98% | 10 |
|
2023
Q1 | $2.36M | Buy |
11,391
+75
| +0.7% | +$15.6K | 2.43% | 10 |
|
2022
Q4 | $1.39M | Buy |
11,316
+676
| +6% | +$83.3K | 1.61% | 12 |
|
2022
Q3 | $2.82M | Sell |
10,640
-355
| -3% | -$94.2K | 3.52% | 8 |
|
2022
Q2 | $2.47M | Sell |
10,995
-564
| -5% | -$127K | 3.07% | 9 |
|
2022
Q1 | $4.15M | Buy |
11,559
+447
| +4% | +$161K | 4.2% | 7 |
|
2021
Q4 | $3.91M | Buy |
+11,112
| New | +$3.91M | 3.69% | 7 |
|