Cornerstone 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 | $1.16M | Sell |
3,650
-913
| -20% | -$290K | 0.3% | 26 |
|
|
2025
Q1 | $1.18M | Hold |
4,563
| – | – | 0.33% | 26 |
|
|
2024
Q4 | $1.84M | Sell |
4,563
-47
| -1% | -$19K | 0.51% | 22 |
|
|
2024
Q3 | $1.21M | Hold |
4,610
| – | – | 0.34% | 27 |
|
|
2024
Q2 | $912K | Sell |
4,610
-140
| -3% | -$27.7K | 0.27% | 28 |
|
|
2024
Q1 | $835K | Hold |
4,750
| – | – | 0.26% | 29 |
|
|
2023
Q4 | $1.18M | Hold |
4,750
| – | – | 0.38% | 26 |
|
|
2023
Q3 | $1.19M | Hold |
4,750
| – | – | 0.42% | 26 |
|
|
2023
Q2 | $1.24M | Buy |
4,750
+677
| +17% | +$177K | 0.43% | 25 |
|
|
2023
Q1 | $845K | Buy |
4,073
+140
| +4% | +$29K | 0.31% | 27 |
|
|
2022
Q4 | $484K | Hold |
3,933
| – | – | 0.19% | 31 |
|
|
2022
Q3 | $1.04M | Buy |
3,933
+9
| +0.2% | +$2.39K | 0.41% | 24 |
|
|
2022
Q2 | $881K | Hold |
3,924
| – | – | 0.34% | 27 |
|
|
2022
Q1 | $1.41M | Buy |
+3,924
| New | +$1.41M | 0.49% | 23 |
|