Connecticut 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 | $1.17M | Sell |
3,698
-709
| -16% | -$225K | 0.06% | 140 |
|
|
2025
Q1 | $1.14M | Sell |
4,407
-436
| -9% | -$113K | 0.06% | 135 |
|
|
2024
Q4 | $1.96M | Buy |
4,843
+220
| +5% | +$88.8K | 0.1% | 82 |
|
|
2024
Q3 | $1.21M | Sell |
4,623
-301
| -6% | -$78.8K | 0.06% | 138 |
|
|
2024
Q2 | $974K | Sell |
4,924
-167
| -3% | -$33K | 0.05% | 154 |
|
|
2024
Q1 | $895K | Sell |
5,091
-26
| -0.5% | -$4.57K | 0.05% | 163 |
|
|
2023
Q4 | $1.27M | Sell |
5,117
-189
| -4% | -$47K | 0.07% | 121 |
|
|
2023
Q3 | $1.33M | Buy |
5,306
+591
| +13% | +$148K | 0.09% | 97 |
|
|
2023
Q2 | $1.23M | Buy |
4,715
+1,740
| +58% | +$455K | 0.09% | 90 |
|
|
2023
Q1 | $617K | Buy |
2,975
+1,061
| +55% | +$220K | 0.05% | 123 |
|
|
2022
Q4 | $236K | Buy |
1,914
+3
| +0.2% | +$370 | 0.02% | 180 |
|
|
2022
Q3 | $507K | Sell |
1,911
-48
| -2% | -$12.7K | 0.05% | 112 |
|
|
2022
Q2 | $440K | Buy |
1,959
+267
| +16% | +$60K | 0.04% | 126 |
|
|
2022
Q1 | $608K | Sell |
1,692
-1,524
| -47% | -$548K | 0.05% | 109 |
|
|
2021
Q4 | $1.13M | Buy |
3,216
+12
| +0.4% | +$4.23K | 0.09% | 80 |
|
|
2021
Q3 | $828K | Buy |
3,204
+54
| +2% | +$14K | 0.07% | 87 |
|
|
2021
Q2 | $714K | Sell |
3,150
-438
| -12% | -$99.3K | 0.06% | 96 |
|
|
2021
Q1 | $799K | Sell |
3,588
-99
| -3% | -$22K | 0.07% | 78 |
|
|
2020
Q4 | $867K | Buy |
3,687
+12
| +0.3% | +$2.82K | 0.09% | 83 |
|
|
2020
Q3 | $526K | Buy |
3,675
+225
| +7% | +$32.2K | 0.06% | 115 |
|
|
2020
Q2 | $248K | Buy |
+3,450
| New | +$248K | 0.03% | 127 |
|