Householder Group Estate & Retirement Specialist’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$379K Sell
940
-3,976
-81% -$1.6M 0.28% 55
2024
Q3
$1.33M Sell
4,916
-812
-14% -$219K 0.39% 52
2024
Q2
$1.16M Buy
5,728
+1,221
+27% +$246K 0.32% 69
2024
Q1
$792K Buy
4,507
+646
+17% +$114K 0.24% 90
2023
Q4
$959K Buy
3,861
+619
+19% +$154K 0.32% 64
2023
Q3
$811K Buy
+3,242
New +$811K 0.29% 73
2023
Q1
$953K Buy
4,593
+368
+9% +$76.4K 0.37% 59
2022
Q4
$520K Sell
4,225
-576
-12% -$70.9K 0.78% 26
2022
Q3
$1.27M Buy
4,801
+793
+20% +$210K 0.52% 43
2022
Q2
$900K Sell
4,008
-510
-11% -$115K 0.4% 54
2022
Q1
$1.62M Sell
4,518
-177
-4% -$63.6K 0.65% 38
2021
Q4
$1.65M Buy
+4,695
New +$1.65M 0.62% 38