Echo Wealth Management’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 |
-1,331
| Closed | -$345K | – | 50 |
|
|
2025
Q1 | $345K | Sell |
1,331
-2,727
| -67% | -$707K | 0.23% | 39 |
|
|
2024
Q4 | $1.64M | Sell |
4,058
-1,154
| -22% | -$466K | 1.13% | 22 |
|
|
2024
Q3 | $1.26M | Sell |
5,212
-1,262
| -19% | -$304K | 0.88% | 25 |
|
|
2024
Q2 | $1.28M | Buy |
6,474
+44
| +0.7% | +$8.71K | 0.97% | 26 |
|
|
2024
Q1 | $1.13M | Sell |
6,430
-367
| -5% | -$64.5K | 0.94% | 25 |
|
|
2023
Q4 | $1.63M | Sell |
6,797
-264
| -4% | -$63.5K | 1.53% | 20 |
|
|
2023
Q3 | $1.77M | Sell |
7,061
-1,128
| -14% | -$282K | 1.9% | 15 |
|
|
2023
Q2 | $2.38M | Sell |
8,189
-736
| -8% | -$214K | 2.57% | 14 |
|
|
2023
Q1 | $1.85M | Sell |
8,925
-327
| -4% | -$67.8K | 2.04% | 15 |
|
|
2022
Q4 | $1.13M | Sell |
9,252
-145
| -2% | -$17.7K | 1.21% | 22 |
|
|
2022
Q3 | $1.99M | Sell |
9,397
-221
| -2% | -$46.7K | 2.61% | 13 |
|
|
2022
Q2 | $2.35M | Buy |
9,618
+57
| +0.6% | +$13.9K | 3.15% | 10 |
|
|
2022
Q1 | $3.2M | Sell |
9,561
-69
| -0.7% | -$23.1K | 3.76% | 10 |
|
|
2021
Q4 | $3.4M | Sell |
9,630
-1,245
| -11% | -$439K | 3.88% | 10 |
|
|
2021
Q3 | $2.85M | Sell |
10,875
-855
| -7% | -$224K | 3.37% | 11 |
|
|
2021
Q2 | $2.55M | Sell |
11,730
-555
| -5% | -$121K | 3.26% | 11 |
|
|
2021
Q1 | $2.74M | Sell |
12,285
-972
| -7% | -$216K | 3.44% | 11 |
|
|
2020
Q4 | $3.12M | Buy |
+13,257
| New | +$3.12M | 4.08% | 8 |
|