Elwood & Goetz Wealth Advisory Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
1,638
-195
| -11% | -$61.9K | 0.11% | 58 |
|
|
2025
Q1 | $475K | Buy |
1,833
+235
| +15% | +$60.9K | 0.12% | 54 |
|
|
2024
Q4 | $645K | Buy |
1,598
+17
| +1% | +$6.87K | 0.16% | 43 |
|
|
2024
Q3 | $414K | Hold |
1,581
| – | – | 0.1% | 62 |
|
|
2024
Q2 | $313K | Hold |
1,581
| – | – | 0.09% | 58 |
|
|
2024
Q1 | $278K | Hold |
1,581
| – | – | 0.07% | 70 |
|
|
2023
Q4 | $393K | Buy |
1,581
+136
| +9% | +$33.8K | 0.08% | 56 |
|
|
2023
Q3 | $362K | Hold |
1,445
| – | – | 0.08% | 56 |
|
|
2023
Q2 | $378K | Sell |
1,445
-54
| -4% | -$14.1K | 0.09% | 49 |
|
|
2023
Q1 | $311K | Buy |
+1,499
| New | +$311K | 0.07% | 50 |
|
|
2022
Q4 | – | Sell |
-1,509
| Closed | -$400K | – | 74 |
|
|
2022
Q3 | $400K | Hold |
1,509
| – | – | 0.14% | 44 |
|
|
2022
Q2 | $339K | Sell |
1,509
-36
| -2% | -$8.09K | 0.11% | 46 |
|
|
2022
Q1 | $555K | Buy |
1,545
+36
| +2% | +$12.9K | 0.17% | 38 |
|
|
2021
Q4 | $532K | Sell |
1,509
-45
| -3% | -$15.9K | 0.17% | 37 |
|
|
2021
Q3 | $402K | Hold |
1,554
| – | – | 0.14% | 38 |
|
|
2021
Q2 | $352K | Hold |
1,554
| – | – | 0.13% | 36 |
|
|
2021
Q1 | $346K | Hold |
1,554
| – | – | 0.14% | 35 |
|
|
2020
Q4 | $366K | Sell |
1,554
-12
| -0.8% | -$2.83K | 0.17% | 36 |
|
|
2020
Q3 | $224K | Buy |
+1,566
| New | +$224K | 0.12% | 37 |
|