Cornerstone 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 | $796K | Buy |
2,507
+319
| +15% | +$101K | 0.09% | 112 |
|
|
2025
Q1 | $602K | Buy |
2,188
+188
| +9% | +$51.8K | 0.07% | 128 |
|
|
2024
Q4 | $712K | Buy |
2,000
+437
| +28% | +$156K | 0.08% | 112 |
|
|
2024
Q3 | $409K | Sell |
1,563
-145
| -8% | -$37.9K | 0.05% | 146 |
|
|
2024
Q2 | $338K | Sell |
1,708
-201
| -11% | -$39.8K | 0.05% | 156 |
|
|
2024
Q1 | $336K | Sell |
1,909
-61
| -3% | -$10.7K | 0.05% | 171 |
|
|
2023
Q4 | $490K | Buy |
1,970
+493
| +33% | +$123K | 0.08% | 142 |
|
|
2023
Q3 | $370K | Buy |
1,477
+500
| +51% | +$125K | 0.06% | 151 |
|
|
2023
Q2 | $256K | Buy |
+977
| New | +$256K | 0.04% | 193 |
|
|
2022
Q4 | – | Sell |
-1,131
| Closed | -$300K | – | 208 |
|
|
2022
Q3 | $300K | Buy |
1,131
+111
| +11% | +$29.4K | 0.07% | 150 |
|
|
2022
Q2 | $229K | Buy |
1,020
+21
| +2% | +$4.72K | 0.05% | 173 |
|
|
2022
Q1 | $359K | Sell |
999
-336
| -25% | -$121K | 0.05% | 176 |
|
|
2021
Q4 | $470K | Sell |
1,335
-213
| -14% | -$75K | 0.07% | 176 |
|
|
2021
Q3 | $400K | Sell |
1,548
-297
| -16% | -$76.7K | 0.07% | 175 |
|
|
2021
Q2 | $418K | Buy |
1,845
+27
| +1% | +$6.12K | 0.07% | 165 |
|
|
2021
Q1 | $405K | Sell |
1,818
-12
| -0.7% | -$2.67K | 0.08% | 163 |
|
|
2020
Q4 | $430K | Buy |
1,830
+105
| +6% | +$24.7K | 0.09% | 154 |
|
|
2020
Q3 | $247K | Buy |
+1,725
| New | +$247K | 0.06% | 163 |
|