HHM Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
6,513
+1,238
| +23% | +$393K | 0.25% | 37 |
|
|
2025
Q1 | $1.37M | Buy |
5,275
+55
| +1% | +$14.3K | 0.18% | 54 |
|
|
2024
Q4 | $2.11M | Buy |
5,220
+952
| +22% | +$384K | 0.29% | 35 |
|
|
2024
Q3 | $1.12M | Buy |
4,268
+7
| +0.2% | +$1.83K | 0.16% | 59 |
|
|
2024
Q2 | $843K | Buy |
4,261
+1,041
| +32% | +$206K | 0.13% | 66 |
|
|
2024
Q1 | $566K | Buy |
3,220
+51
| +2% | +$8.97K | 0.09% | 74 |
|
|
2023
Q4 | $787K | Buy |
3,169
+10
| +0.3% | +$2.49K | 0.14% | 58 |
|
|
2023
Q3 | $790K | Sell |
3,159
-30
| -0.9% | -$7.51K | 0.15% | 56 |
|
|
2023
Q2 | $835K | Buy |
3,189
+1,678
| +111% | +$439K | 0.16% | 48 |
|
|
2023
Q1 | $313K | Buy |
1,511
+369
| +32% | +$76.6K | 0.06% | 99 |
|
|
2022
Q4 | $141K | Buy |
1,142
+69
| +6% | +$8.5K | 0.03% | 147 |
|
|
2022
Q3 | $285K | Buy |
1,073
+11
| +1% | +$2.92K | 0.07% | 85 |
|
|
2022
Q2 | $238K | Buy |
1,062
+111
| +12% | +$24.9K | 0.06% | 116 |
|
|
2022
Q1 | $342K | Buy |
951
+3
| +0.3% | +$1.08K | 0.08% | 99 |
|
|
2021
Q4 | $334K | Buy |
948
+234
| +33% | +$82.4K | 0.08% | 98 |
|
|
2021
Q3 | $185K | Sell |
714
-450
| -39% | -$117K | 0.05% | 133 |
|
|
2021
Q2 | $264K | Buy |
1,164
+21
| +2% | +$4.76K | 0.07% | 111 |
|
|
2021
Q1 | $254K | Sell |
1,143
-57
| -5% | -$12.7K | 0.08% | 96 |
|
|
2020
Q4 | $282K | Sell |
1,200
-90
| -7% | -$21.2K | 0.1% | 82 |
|
|
2020
Q3 | $184K | Buy |
1,290
+1,125
| +682% | +$160K | 0.07% | 96 |
|
|
2020
Q2 | $12K | Hold |
165
| – | – | 0.01% | 353 |
|
|
2020
Q1 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 382 |
|