HB 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 | $26.9M | Sell |
84,768
-7,104
| -8% | -$2.26M | 0.21% | 62 |
|
2025
Q1 | $23.8M | Sell |
91,872
-333,772
| -78% | -$86.5M | 0.2% | 70 |
|
2024
Q4 | $172M | Buy |
425,644
+2,426
| +0.6% | +$980K | 1.76% | 11 |
|
2024
Q3 | $111M | Buy |
423,218
+19,522
| +5% | +$5.11M | 1.19% | 14 |
|
2024
Q2 | $79.9M | Buy |
403,696
+8,781
| +2% | +$1.74M | 0.93% | 16 |
|
2024
Q1 | $69.4M | Buy |
394,915
+342,235
| +650% | +$60.2M | 0.87% | 14 |
|
2023
Q4 | $13.1M | Buy |
52,680
+6,365
| +14% | +$1.58M | 0.19% | 62 |
|
2023
Q3 | $11.6M | Buy |
46,315
+8,471
| +22% | +$2.12M | 0.19% | 61 |
|
2023
Q2 | $9.91M | Buy |
37,844
+15
| +0% | +$3.93K | 0.16% | 67 |
|
2023
Q1 | $7.85M | Buy |
37,829
+4,312
| +13% | +$895K | 0.14% | 80 |
|
2022
Q4 | $4.13M | Buy |
33,517
+9,527
| +40% | +$1.17M | 0.08% | 129 |
|
2022
Q3 | $6.36M | Buy |
23,990
+1,073
| +5% | +$285K | 0.14% | 81 |
|
2022
Q2 | $5.14M | Buy |
22,917
+6,651
| +41% | +$1.49M | 0.11% | 95 |
|
2022
Q1 | $5.84M | Buy |
16,266
+4,374
| +37% | +$1.57M | 0.11% | 95 |
|
2021
Q4 | $4.19M | Buy |
+11,892
| New | +$4.19M | 0.08% | 98 |
|