Core 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 | $286K | Buy |
899
+86
| +11% | +$27.3K | 0.08% | 64 |
|
|
2025
Q1 | $211K | Buy |
813
+121
| +17% | +$31.4K | 0.07% | 65 |
|
|
2024
Q4 | $279K | Buy |
+692
| New | +$279K | 0.09% | 54 |
|
|
2024
Q2 | – | Sell |
-446
| Closed | -$78.4K | – | 220 |
|
|
2024
Q1 | $78.4K | Buy |
446
+12
| +3% | +$2.11K | 0.03% | 81 |
|
|
2023
Q4 | $108K | Buy |
434
+146
| +51% | +$36.3K | 0.04% | 63 |
|
|
2023
Q3 | $72.1K | Buy |
288
+35
| +14% | +$8.76K | 0.03% | 70 |
|
|
2023
Q2 | $66.2K | Buy |
+253
| New | +$66.2K | 0.03% | 74 |
|
|
2021
Q2 | – | Sell |
-315
| Closed | -$70K | – | 208 |
|
|
2021
Q1 | $70K | Buy |
315
+30
| +11% | +$6.67K | 0.06% | 48 |
|
|
2020
Q4 | $67K | Hold |
285
| – | – | 0.06% | 47 |
|
|
2020
Q3 | $41K | Hold |
285
| – | – | 0.04% | 55 |
|
|
2020
Q2 | $21K | Sell |
285
-270
| -49% | -$19.9K | 0.02% | 72 |
|
|
2020
Q1 | $19K | Hold |
555
| – | – | 0.01% | 72 |
|
|
2019
Q4 | $15K | Buy |
+555
| New | +$15K | 0.01% | 83 |
|