Global Wealth Management Investment Advisory’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
4,257
-107
| -2% | -$34K | 0.25% | 86 |
|
|
2025
Q1 | $1.13M | Buy |
4,364
+972
| +29% | +$252K | 0.23% | 91 |
|
|
2024
Q4 | $1.37M | Sell |
3,392
-1,462
| -30% | -$590K | 0.28% | 86 |
|
|
2024
Q3 | $1.27M | Sell |
4,854
-135
| -3% | -$35.3K | 0.27% | 86 |
|
|
2024
Q2 | $987K | Sell |
4,989
-60
| -1% | -$11.9K | 0.23% | 88 |
|
|
2024
Q1 | $888K | Buy |
5,049
+480
| +11% | +$84.4K | 0.22% | 92 |
|
|
2023
Q4 | $1.14M | Sell |
4,569
-361
| -7% | -$89.7K | 0.29% | 89 |
|
|
2023
Q3 | $1.23M | Sell |
4,930
-86
| -2% | -$21.5K | 0.35% | 79 |
|
|
2023
Q2 | $1.31M | Buy |
5,016
+571
| +13% | +$149K | 0.36% | 78 |
|
|
2023
Q1 | $922K | Buy |
4,445
+56
| +1% | +$11.6K | 0.28% | 87 |
|
|
2022
Q4 | $541K | Buy |
4,389
+26
| +0.6% | +$3.2K | 0.18% | 98 |
|
|
2022
Q3 | $1.16M | Buy |
4,363
+142
| +3% | +$37.7K | 0.41% | 72 |
|
|
2022
Q2 | $948K | Buy |
4,221
+78
| +2% | +$17.5K | 0.32% | 77 |
|
|
2022
Q1 | $1.49M | Sell |
4,143
-207
| -5% | -$74.3K | 0.44% | 70 |
|
|
2021
Q4 | $1.53M | Buy |
4,350
+354
| +9% | +$125K | 0.46% | 69 |
|
|
2021
Q3 | $1.03M | Buy |
3,996
+93
| +2% | +$24K | 0.33% | 81 |
|
|
2021
Q2 | $884K | Hold |
3,903
| – | – | 0.29% | 81 |
|
|
2021
Q1 | $869K | Buy |
3,903
+45
| +1% | +$10K | 0.31% | 78 |
|
|
2020
Q4 | $907K | Buy |
3,858
+120
| +3% | +$28.2K | 0.35% | 74 |
|
|
2020
Q3 | $535K | Sell |
3,738
-402
| -10% | -$57.5K | 0.23% | 81 |
|
|
2020
Q2 | $298K | Sell |
4,140
-1,065
| -20% | -$76.7K | 0.13% | 102 |
|
|
2020
Q1 | $182K | Buy |
5,205
+2,955
| +131% | +$103K | 0.09% | 106 |
|
|
2019
Q4 | $63K | Sell |
2,250
-3,000
| -57% | -$84K | 0.03% | 166 |
|
|
2019
Q3 | $84K | Hold |
5,250
| – | – | 0.04% | 144 |
|
|
2019
Q2 | $78K | Buy |
5,250
+300
| +6% | +$4.46K | 0.04% | 148 |
|
|
2019
Q1 | $92K | Hold |
4,950
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $110K | Buy |
+4,950
| New | +$110K | 0.06% | 164 |
|