Elmwood 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
Q1 | – | Sell |
-713
| Closed | -$288K | – | 131 |
|
|
2024
Q4 | $288K | Sell |
713
-135
| -16% | -$54.5K | 0.12% | 114 |
|
|
2024
Q3 | $222K | Sell |
848
-455
| -35% | -$119K | 0.09% | 123 |
|
|
2024
Q2 | $258K | Hold |
1,303
| – | – | 0.11% | 116 |
|
|
2024
Q1 | $229K | Buy |
+1,303
| New | +$229K | 0.1% | 117 |
|
|
2023
Q4 | – | Sell |
-1,393
| Closed | -$349K | – | 119 |
|
|
2023
Q3 | $349K | Sell |
1,393
-5
| -0.4% | -$1.25K | 0.17% | 100 |
|
|
2023
Q2 | $366K | Buy |
1,398
+12
| +0.9% | +$3.14K | 0.17% | 98 |
|
|
2023
Q1 | $288K | Buy |
+1,386
| New | +$288K | 0.14% | 107 |
|
|
2022
Q4 | – | Sell |
-1,311
| Closed | -$348K | – | 121 |
|
|
2022
Q3 | $348K | Hold |
1,311
| – | – | 0.17% | 93 |
|
|
2022
Q2 | $294K | Buy |
1,311
+177
| +16% | +$39.7K | 0.17% | 99 |
|
|
2022
Q1 | $407K | Hold |
1,134
| – | – | 0.21% | 91 |
|
|
2021
Q4 | $399K | Buy |
+1,134
| New | +$399K | 0.19% | 91 |
|
|
2021
Q2 | $257K | Hold |
1,134
| – | – | 0.14% | 99 |
|
|
2021
Q1 | $252K | Buy |
+1,134
| New | +$252K | 0.15% | 95 |
|
|
2020
Q3 | $68K | Sell |
189
-756
| -80% | -$272K | 0.06% | 117 |
|
|
2020
Q2 | $68K | Sell |
945
-300
| -24% | -$21.6K | 0.06% | 117 |
|
|
2020
Q1 | $22.1K | Buy |
+1,245
| New | +$22.1K | 0.02% | 156 |
|
|
2019
Q4 | – | Sell |
-945
| Closed | -$15K | – | 229 |
|
|
2019
Q3 | $15K | Hold |
945
| – | – | 0.02% | 160 |
|
|
2019
Q2 | $14K | Hold |
945
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $18K | Hold |
945
| – | – | 0.02% | 161 |
|
|
2018
Q4 | $21K | Hold |
945
| – | – | 0.02% | 159 |
|
|
2018
Q3 | $16.7K | Hold |
945
| – | – | 0.01% | 180 |
|
|
2018
Q2 | $21.6K | Sell |
945
-300
| -24% | -$6.86K | 0.02% | 165 |
|
|
2018
Q1 | $22.1K | Buy |
+1,245
| New | +$22.1K | 0.02% | 156 |
|