Fairhaven 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 | $753K | Buy |
1,864
+45
| +2% | +$18.2K | 0.24% | 54 |
|
2024
Q3 | $476K | Sell |
1,819
-409
| -18% | -$107K | 0.15% | 67 |
|
2024
Q2 | $441K | Buy |
2,228
+251
| +13% | +$49.7K | 0.15% | 66 |
|
2024
Q1 | $348K | Buy |
1,977
+16
| +0.8% | +$2.81K | 0.12% | 77 |
|
2023
Q4 | $487K | Buy |
1,961
+446
| +29% | +$111K | 0.18% | 59 |
|
2023
Q3 | $379K | Hold |
1,515
| – | – | 0.15% | 68 |
|
2023
Q2 | $397K | Buy |
+1,515
| New | +$397K | 0.15% | 68 |
|
2022
Q4 | $207K | Sell |
1,680
-144
| -8% | -$17.7K | 0.09% | 100 |
|
2022
Q3 | $484K | Buy |
1,824
+75
| +4% | +$19.9K | 0.22% | 51 |
|
2022
Q2 | $393K | Buy |
1,749
+165
| +10% | +$37.1K | 0.18% | 59 |
|
2022
Q1 | $569K | Buy |
1,584
+15
| +1% | +$5.39K | 0.23% | 54 |
|
2021
Q4 | $553K | Buy |
1,569
+15
| +1% | +$5.29K | 0.22% | 54 |
|
2021
Q3 | $402K | Buy |
1,554
+45
| +3% | +$11.6K | 0.17% | 66 |
|
2021
Q2 | $342K | Sell |
1,509
-285
| -16% | -$64.6K | 0.14% | 74 |
|
2021
Q1 | $399K | Buy |
1,794
+195
| +12% | +$43.4K | 0.17% | 63 |
|
2020
Q4 | $376K | Buy |
+1,599
| New | +$376K | 0.17% | 68 |
|