GoalVest 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 | $4.8M | Buy |
15,107
+176
| +1% | +$55.9K | 1.19% | 14 |
|
|
2025
Q1 | $3.87M | Buy |
14,931
+4,758
| +47% | +$1.23M | 1.06% | 14 |
|
|
2024
Q4 | $4.11M | Buy |
10,173
+2,352
| +30% | +$950K | 1.13% | 12 |
|
|
2024
Q3 | $2.05M | Hold |
7,821
| – | – | 0.59% | 26 |
|
|
2024
Q2 | $1.55M | Sell |
7,821
-40
| -0.5% | -$7.92K | 0.49% | 31 |
|
|
2024
Q1 | $1.38M | Buy |
7,861
+7,752
| +7,112% | +$1.36M | 0.46% | 35 |
|
|
2023
Q4 | $27.1K | Sell |
109
-92
| -46% | -$22.9K | 0.01% | 181 |
|
|
2023
Q3 | $50.3K | Buy |
201
+84
| +72% | +$21K | 0.03% | 143 |
|
|
2023
Q2 | $30.6K | Hold |
117
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $24.3K | Sell |
117
-288
| -71% | -$59.7K | 0.01% | 155 |
|
|
2022
Q4 | $49.9K | Buy |
405
+90
| +29% | +$11.1K | 0.03% | 109 |
|
|
2022
Q3 | $84K | Hold |
315
| – | – | 0.06% | 97 |
|
|
2022
Q2 | $73K | Buy |
315
+36
| +13% | +$8.34K | 0.05% | 146 |
|
|
2022
Q1 | $100K | Buy |
+279
| New | +$100K | 0.06% | 130 |
|
|
2021
Q2 | $34K | Hold |
150
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $33K | Hold |
150
| – | – | 0.02% | 136 |
|
|
2020
Q4 | $35K | Buy |
+150
| New | +$35K | 0.03% | 133 |
|