Edge 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 | $322K | Sell |
1,009
-70
| -6% | -$22.3K | 0.06% | 58 |
|
|
2025
Q1 | $280K | Buy |
1,079
+46
| +4% | +$11.9K | 0.06% | 60 |
|
|
2024
Q4 | $417K | Hold |
1,033
| – | – | 0.08% | 53 |
|
|
2024
Q3 | $270K | Hold |
1,033
| – | – | 0.05% | 64 |
|
|
2024
Q2 | $204K | Buy |
+1,033
| New | +$204K | 0.04% | 72 |
|
|
2024
Q1 | – | Sell |
-1,014
| Closed | -$252K | – | 83 |
|
|
2023
Q4 | $252K | Hold |
1,014
| – | – | 0.06% | 66 |
|
|
2023
Q3 | $254K | Sell |
1,014
-214
| -17% | -$53.5K | 0.06% | 62 |
|
|
2023
Q2 | $321K | Sell |
1,228
-684
| -36% | -$179K | 0.07% | 59 |
|
|
2023
Q1 | $396K | Sell |
1,912
-620
| -24% | -$128K | 0.09% | 54 |
|
|
2022
Q4 | $308K | Sell |
2,532
-1,462
| -37% | -$178K | 0.07% | 63 |
|
|
2022
Q3 | $1.07M | Sell |
3,994
-32
| -0.8% | -$8.59K | 0.24% | 39 |
|
|
2022
Q2 | $904K | Buy |
4,026
+27
| +0.7% | +$6.06K | 0.2% | 41 |
|
|
2022
Q1 | $1.44M | Buy |
3,999
+24
| +0.6% | +$8.62K | 0.28% | 43 |
|
|
2021
Q4 | $1.4M | Sell |
3,975
-399
| -9% | -$141K | 0.26% | 45 |
|
|
2021
Q3 | $1.13M | Sell |
4,374
-714
| -14% | -$185K | 0.22% | 53 |
|
|
2021
Q2 | $1.16M | Sell |
5,088
-1,305
| -20% | -$298K | 0.24% | 52 |
|
|
2021
Q1 | $1.42M | Sell |
6,393
-1,623
| -20% | -$361K | 0.3% | 49 |
|
|
2020
Q4 | $1.88M | Sell |
8,016
-1,206
| -13% | -$283K | 0.43% | 44 |
|
|
2020
Q3 | $1.32M | Buy |
9,222
+387
| +4% | +$55.4K | 0.3% | 50 |
|
|
2020
Q2 | $636K | Buy |
8,835
+315
| +4% | +$22.7K | 0.12% | 86 |
|
|
2020
Q1 | $301K | Buy |
8,520
+3,090
| +57% | +$109K | 0.07% | 114 |
|
|
2019
Q4 | $152K | Buy |
5,430
+2,250
| +71% | +$63K | 0.03% | 160 |
|
|
2019
Q3 | $51K | Hold |
3,180
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $47K | Sell |
3,180
-360
| -10% | -$5.32K | 0.01% | 263 |
|
|
2019
Q1 | $66K | Sell |
3,540
-225
| -6% | -$4.2K | 0.02% | 218 |
|
|
2018
Q4 | $84K | Sell |
3,765
-1,515
| -29% | -$33.8K | 0.02% | 199 |
|
|
2018
Q3 | $93K | Sell |
5,280
-2,190
| -29% | -$38.6K | 0.02% | 204 |
|
|
2018
Q2 | $171K | Buy |
7,470
+255
| +4% | +$5.84K | 0.04% | 153 |
|
|
2018
Q1 | $128K | Hold |
7,215
| – | – | 0.03% | 147 |
|
|
2017
Q4 | $149K | Buy |
7,215
+465
| +7% | +$9.6K | 0.04% | 144 |
|
|
2017
Q3 | $153K | Sell |
6,750
-1,110
| -14% | -$25.2K | 0.05% | 140 |
|
|
2017
Q2 | $176K | Buy |
7,860
+6,750
| +608% | +$151K | 0.06% | 134 |
|
|
2017
Q1 | $21K | Buy |
1,110
+360
| +48% | +$6.81K | 0.01% | 279 |
|
|
2016
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 331 |
|
|
2016
Q3 | $10K | Sell |
750
-7,125
| -90% | -$95K | ﹤0.01% | 333 |
|
|
2016
Q2 | $111K | Hold |
7,875
| – | – | 0.05% | 126 |
|
|
2016
Q1 | $121K | Hold |
7,875
| – | – | 0.05% | 124 |
|
|
2015
Q4 | $126K | Hold |
7,875
| – | – | 0.05% | 127 |
|
|
2015
Q3 | $128K | Hold |
7,875
| – | – | 0.05% | 120 |
|
|
2015
Q2 | $142K | Sell |
7,875
-750
| -9% | -$13.5K | 0.05% | 121 |
|
|
2015
Q1 | $109K | Buy |
8,625
+750
| +10% | +$9.48K | 0.04% | 128 |
|
|
2014
Q4 | $117K | Hold |
7,875
| – | – | 0.04% | 129 |
|
|
2014
Q3 | $126K | Hold |
7,875
| – | – | 0.05% | 121 |
|
|
2014
Q2 | $127K | Hold |
7,875
| – | – | 0.05% | 117 |
|
|
2014
Q1 | $109K | Buy |
7,875
+7,125
| +950% | +$98.6K | 0.05% | 124 |
|
|
2013
Q4 | $8K | Hold |
750
| – | – | ﹤0.01% | 278 |
|
|
2013
Q3 | $10K | Hold |
750
| – | – | 0.01% | 243 |
|
|
2013
Q2 | $5K | Buy |
+750
| New | +$5K | ﹤0.01% | 261 |
|