IAG Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
513
+125
| +32% | +$39.7K | 0.02% | 121 |
|
|
2025
Q1 | $101K | Buy |
388
+117
| +43% | +$30.3K | 0.02% | 142 |
|
|
2024
Q4 | $109K | Sell |
271
-45
| -14% | -$18.2K | 0.02% | 128 |
|
|
2024
Q3 | $82.7K | Buy |
316
+55
| +21% | +$14.4K | 0.02% | 149 |
|
|
2024
Q2 | $51.6K | Buy |
261
+20
| +8% | +$3.96K | 0.01% | 174 |
|
|
2024
Q1 | $42.4K | Hold |
241
| – | – | 0.01% | 179 |
|
|
2023
Q4 | $59.9K | Hold |
241
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $60.3K | Sell |
241
-98
| -29% | -$24.5K | 0.02% | 135 |
|
|
2023
Q2 | $88.7K | Buy |
339
+67
| +25% | +$17.5K | 0.02% | 122 |
|
|
2023
Q1 | $56.4K | Sell |
272
-187
| -41% | -$38.8K | 0.02% | 136 |
|
|
2022
Q4 | $56.5K | Sell |
459
-117
| -20% | -$14.4K | 0.02% | 132 |
|
|
2022
Q3 | $153K | Buy |
576
+237
| +70% | +$63K | 0.05% | 70 |
|
|
2022
Q2 | $76K | Sell |
339
-27
| -7% | -$6.05K | 0.02% | 101 |
|
|
2022
Q1 | $131K | Hold |
366
| – | – | 0.04% | 82 |
|
|
2021
Q4 | $129K | Sell |
366
-9
| -2% | -$3.17K | 0.04% | 74 |
|
|
2021
Q3 | $97K | Hold |
375
| – | – | 0.03% | 81 |
|
|
2021
Q2 | $85K | Hold |
375
| – | – | 0.03% | 84 |
|
|
2021
Q1 | $84K | Buy |
375
+135
| +56% | +$30.2K | 0.03% | 75 |
|
|
2020
Q4 | $57K | Hold |
240
| – | – | 0.02% | 104 |
|
|
2020
Q3 | $35K | Hold |
240
| – | – | 0.02% | 124 |
|
|
2020
Q2 | $18K | Hold |
240
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $9K | Hold |
240
| – | – | 0.01% | 224 |
|
|
2019
Q4 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 288 |
|