Howard 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
$895K Hold
2,819
0.45% 61
2025
Q1
$731K Sell
2,819
-1,671
-37% -$433K 0.41% 61
2024
Q4
$1.81M Buy
4,490
+3
+0.1% +$1.21K 0.98% 31
2024
Q3
$1.17M Hold
4,487
0.68% 41
2024
Q2
$888K Sell
4,487
-2
-0% -$396 0.7% 37
2024
Q1
$789K Hold
4,489
0.64% 39
2023
Q4
$1.12M Hold
4,489
0.93% 28
2023
Q3
$1.12M Sell
4,489
-10
-0.2% -$2.5K 1.04% 24
2023
Q2
$1.18M Sell
4,499
-10
-0.2% -$2.62K 1.02% 25
2023
Q1
$935K Hold
4,509
0.78% 36
2022
Q4
$555K Sell
4,509
-60
-1% -$7.39K 0.46% 58
2022
Q3
$1.21M Buy
4,569
+3,228
+241% +$856K 0.86% 33
2022
Q2
$301K Sell
1,341
-3,093
-70% -$694K 0.32% 51
2022
Q1
$1.59M Sell
4,434
-69
-2% -$24.8K 0.87% 34
2021
Q4
$1.59M Hold
4,503
0.84% 34
2021
Q3
$1.16M Buy
4,503
+3
+0.1% +$775 0.65% 42
2021
Q2
$1.02M Sell
4,500
-147
-3% -$33.3K 0.56% 50
2021
Q1
$1.03M Buy
4,647
+57
+1% +$12.7K 0.6% 46
2020
Q4
$1.08M Sell
4,590
-315
-6% -$74K 0.67% 41
2020
Q3
$701K Buy
4,905
+420
+9% +$60K 0.5% 50
2020
Q2
$322K Buy
+4,485
New +$322K 0.26% 84
2020
Q1
Sell
-4,560
Closed -$127K 458
2019
Q4
$127K Buy
+4,560
New +$127K 0.11% 125