Executive Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.25M | Buy |
3,101
+75
| +2% | +$30.3K | 0.1% | 131 |
|
|
2024
Q3 | $792K | Sell |
3,026
-21
| -0.7% | -$5.49K | 0.06% | 143 |
|
|
2024
Q2 | $603K | Sell |
3,047
-1,715
| -36% | -$339K | 0.11% | 71 |
|
|
2024
Q1 | $834K | Buy |
4,762
+228
| +5% | +$40K | 0.07% | 125 |
|
|
2023
Q4 | $1.13M | Buy |
4,534
+232
| +5% | +$57.6K | 0.11% | 118 |
|
|
2023
Q3 | $1.08M | Sell |
4,302
-518
| -11% | -$130K | 0.11% | 121 |
|
|
2023
Q2 | $1.26M | Buy |
4,820
+604
| +14% | +$158K | 0.13% | 114 |
|
|
2023
Q1 | $875K | Buy |
4,216
+1,214
| +40% | +$252K | 0.1% | 120 |
|
|
2022
Q4 | $370K | Buy |
3,002
+1,771
| +144% | +$218K | 0.05% | 147 |
|
|
2022
Q3 | $1.23K | Sell |
1,231
-3,935
| -76% | -$3.94K | 0.17% | 97 |
|
|
2022
Q2 | $1.16M | Buy |
5,166
+1,257
| +32% | +$282K | 0.16% | 94 |
|
|
2022
Q1 | $1.4M | Sell |
3,909
-1,866
| -32% | -$670K | 0.15% | 106 |
|
|
2021
Q4 | $2.03M | Buy |
5,775
+435
| +8% | +$153K | 0.2% | 94 |
|
|
2021
Q3 | $1.38M | Buy |
5,340
+270
| +5% | +$69.8K | 0.15% | 103 |
|
|
2021
Q2 | $1.15M | Buy |
5,070
+585
| +13% | +$132K | 0.13% | 116 |
|
|
2021
Q1 | $998K | Buy |
4,485
+2,085
| +87% | +$464K | 0.12% | 115 |
|
|
2020
Q4 | $564K | Buy |
2,400
+639
| +36% | +$150K | 0.07% | 119 |
|
|
2020
Q3 | $251K | Buy |
+1,761
| New | +$251K | 0.03% | 135 |
|
|
2019
Q3 | – | Sell |
-4,530
| Closed | -$67K | – | 730 |
|
|
2019
Q2 | $67K | Buy |
4,530
+210
| +5% | +$3.11K | 0.01% | 253 |
|
|
2019
Q1 | $81K | Sell |
4,320
-300
| -6% | -$5.63K | 0.01% | 214 |
|
|
2018
Q4 | $103K | Buy |
+4,620
| New | +$103K | 0.02% | 194 |
|