GeoWealth 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 | $3.08M | Buy |
9,695
+680
| +8% | +$216K | 0.12% | 102 |
|
|
2025
Q1 | $2.34M | Sell |
9,015
-3,573
| -28% | -$926K | 0.09% | 125 |
|
|
2024
Q4 | $5.08M | Buy |
12,588
+726
| +6% | +$293K | 0.17% | 100 |
|
|
2024
Q3 | $3.1M | Buy |
11,862
+487
| +4% | +$127K | 0.11% | 142 |
|
|
2024
Q2 | $2.25M | Buy |
11,375
+2,849
| +33% | +$564K | 0.1% | 145 |
|
|
2024
Q1 | $1.5M | Buy |
8,526
+1,112
| +15% | +$195K | 0.06% | 224 |
|
|
2023
Q4 | $1.84M | Buy |
7,414
+7,156
| +2,774% | +$1.78M | 0.15% | 127 |
|
|
2023
Q3 | $65K | Sell |
258
-9
| -3% | -$2.27K | 0.01% | 374 |
|
|
2023
Q2 | $70K | Sell |
267
-130
| -33% | -$34.1K | 0.01% | 310 |
|
|
2023
Q1 | $82K | Sell |
397
-1,094
| -73% | -$226K | 0.01% | 255 |
|
|
2022
Q4 | $183K | Sell |
1,491
-273
| -15% | -$33.5K | 0.02% | 256 |
|
|
2022
Q3 | $469K | Sell |
1,764
-477
| -21% | -$127K | 0.05% | 175 |
|
|
2022
Q2 | $503K | Buy |
2,241
+54
| +2% | +$12.1K | 0.07% | 160 |
|
|
2022
Q1 | $785K | Sell |
2,187
-2,178
| -50% | -$782K | 0.07% | 168 |
|
|
2021
Q4 | $1.54M | Sell |
4,365
-795
| -15% | -$280K | 0.13% | 119 |
|
|
2021
Q3 | $1.33M | Buy |
+5,160
| New | +$1.33M | 0.11% | 140 |
|