Guardian Wealth Advisors (North Carolina)’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
32,256
+1,558
| +5% | +$495K | 0.72% | 31 |
|
|
2025
Q1 | $7.96M | Buy |
30,698
+42
| +0.1% | +$10.9K | 0.64% | 33 |
|
|
2024
Q4 | $12.4M | Buy |
30,656
+18,464
| +151% | +$7.46M | 0.98% | 23 |
|
|
2024
Q3 | $3.19M | Sell |
12,192
-145
| -1% | -$37.9K | 0.34% | 42 |
|
|
2024
Q2 | $2.44M | Buy |
12,337
+148
| +1% | +$29.3K | 0.29% | 50 |
|
|
2024
Q1 | $2.14M | Sell |
12,189
-67
| -0.5% | -$11.8K | 0.26% | 56 |
|
|
2023
Q4 | $3.05M | Sell |
12,256
-436
| -3% | -$108K | 0.46% | 35 |
|
|
2023
Q3 | $3.18M | Sell |
12,692
-494
| -4% | -$124K | 0.54% | 32 |
|
|
2023
Q2 | $3.45M | Buy |
13,186
+558
| +4% | +$146K | 0.59% | 23 |
|
|
2023
Q1 | $2.62M | Sell |
12,628
-354
| -3% | -$73.4K | 0.46% | 25 |
|
|
2022
Q4 | $1.6M | Buy |
12,982
+496
| +4% | +$61.1K | 0.31% | 41 |
|
|
2022
Q3 | $3.31M | Buy |
12,486
+501
| +4% | +$133K | 0.62% | 20 |
|
|
2022
Q2 | $2.69M | Buy |
11,985
+6,408
| +115% | +$1.44M | 0.49% | 22 |
|
|
2022
Q1 | $2M | Sell |
5,577
-1,275
| -19% | -$458K | 0.86% | 19 |
|
|
2021
Q4 | $2.41M | Buy |
+6,852
| New | +$2.41M | 1.04% | 20 |
|