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