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 |
|