Consilio Wealth Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
3,438
+111
+3% +$35.9K 0.4% 29
2025
Q1
$862K Sell
3,327
-43
-1% -$11.1K 0.36% 28
2024
Q4
$1.36M Sell
3,370
-62
-2% -$25K 0.56% 23
2024
Q3
$898K Buy
3,432
+505
+17% +$132K 0.37% 29
2024
Q2
$579K Buy
2,927
+278
+10% +$55K 0.26% 37
2024
Q1
$466K Sell
2,649
-244
-8% -$42.9K 0.22% 37
2023
Q4
$719K Buy
2,893
+349
+14% +$86.7K 0.36% 30
2023
Q3
$627K Buy
2,544
+141
+6% +$34.8K 0.36% 32
2023
Q2
$629K Sell
2,403
-102
-4% -$26.7K 0.35% 31
2023
Q1
$520K Buy
2,505
+145
+6% +$30.1K 0.29% 37
2022
Q4
$291K Buy
2,360
+586
+33% +$72.2K 0.19% 38
2022
Q3
$471K Buy
+1,774
New +$471K 0.37% 33