Consilium Wealth Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,177
| Closed | -$305K | – | 101 |
|
|
2025
Q1 | $305K | Sell |
1,177
-49
| -4% | -$12.7K | 0.15% | 74 |
|
|
2024
Q4 | $495K | Buy |
+1,226
| New | +$495K | 0.24% | 61 |
|
|
2024
Q2 | – | Sell |
-2,471
| Closed | -$434K | – | 91 |
|
|
2024
Q1 | $434K | Sell |
2,471
-38
| -2% | -$6.68K | 0.24% | 61 |
|
|
2023
Q4 | $623K | Sell |
2,509
-104
| -4% | -$25.8K | 0.38% | 51 |
|
|
2023
Q3 | $654K | Buy |
2,613
+103
| +4% | +$25.8K | 0.46% | 42 |
|
|
2023
Q2 | $657K | Buy |
+2,510
| New | +$657K | 0.46% | 43 |
|
|
2022
Q4 | – | Sell |
-981
| Closed | -$260K | – | 76 |
|
|
2022
Q3 | $260K | Buy |
981
+90
| +10% | +$23.9K | 0.29% | 60 |
|
|
2022
Q2 | $200K | Sell |
891
-96
| -10% | -$21.5K | 0.22% | 70 |
|
|
2022
Q1 | $355K | Sell |
987
-294
| -23% | -$106K | 0.25% | 66 |
|
|
2021
Q4 | $451K | Buy |
+1,281
| New | +$451K | 0.29% | 64 |
|