Golden State Wealth 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 | $7.03M | Buy |
22,143
+4,524
| +26% | +$1.44M | 0.86% | 24 |
|
|
2025
Q1 | $4.57M | Buy |
17,619
+1,053
| +6% | +$273K | 0.68% | 31 |
|
|
2024
Q4 | $6.69M | Buy |
+16,566
| New | +$6.69M | 1% | 21 |
|
|
2022
Q1 | $7.08M | Buy |
19,722
+684
| +4% | +$246K | 1.39% | 14 |
|
|
2021
Q4 | $6.71M | Sell |
19,038
-510
| -3% | -$180K | 1.15% | 20 |
|
|
2021
Q3 | $5.05M | Sell |
19,548
-618
| -3% | -$160K | 1.1% | 21 |
|
|
2021
Q2 | $4.57M | Buy |
20,166
+6,294
| +45% | +$1.43M | 1.01% | 21 |
|
|
2021
Q1 | $3.09M | Sell |
13,872
-981
| -7% | -$218K | 1.02% | 20 |
|
|
2020
Q4 | $3.49M | Buy |
14,853
+471
| +3% | +$111K | 1.01% | 18 |
|
|
2020
Q3 | $2.06M | Buy |
14,382
+927
| +7% | +$133K | 0.69% | 28 |
|
|
2020
Q2 | $969K | Sell |
13,455
-1,095
| -8% | -$78.9K | 0.31% | 55 |
|
|
2020
Q1 | $508K | Buy |
+14,550
| New | +$508K | 0.22% | 70 |
|
|
2019
Q4 | – | Sell |
-19,575
| Closed | -$314K | – | 846 |
|
|
2019
Q3 | $314K | Buy |
19,575
+75
| +0.4% | +$1.2K | 0.1% | 150 |
|
|
2019
Q2 | $290K | Buy |
19,500
+1,845
| +10% | +$27.4K | 0.09% | 172 |
|
|
2019
Q1 | $329K | Buy |
+17,655
| New | +$329K | 0.11% | 159 |
|