Iams 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 | $2.34M | Buy |
7,351
+3,777
| +106% | +$1.2M | 1.07% | 25 |
|
|
2025
Q1 | $926K | Sell |
3,574
-1,463
| -29% | -$379K | 0.42% | 73 |
|
|
2024
Q4 | $2.03M | Sell |
5,037
-1,803
| -26% | -$728K | 0.93% | 33 |
|
|
2024
Q3 | $1.79M | Buy |
6,840
+2,789
| +69% | +$730K | 0.88% | 39 |
|
|
2024
Q2 | $802K | Buy |
4,051
+2,851
| +238% | +$564K | 0.44% | 67 |
|
|
2024
Q1 | $242K | Sell |
1,200
-649
| -35% | -$131K | 0.15% | 106 |
|
|
2023
Q4 | $459K | Buy |
1,849
+269
| +17% | +$66.8K | 0.3% | 85 |
|
|
2023
Q3 | $395K | Buy |
+1,580
| New | +$395K | 0.27% | 89 |
|