Icon 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 | $2.27M | Sell |
7,142
-1,075
| -13% | -$341K | 0.16% | 100 |
|
|
2025
Q1 | $2.13M | Buy |
8,217
+2,397
| +41% | +$621K | 0.18% | 95 |
|
|
2024
Q4 | $2.35M | Buy |
5,820
+289
| +5% | +$117K | 0.19% | 87 |
|
|
2024
Q3 | $1.45M | Sell |
5,531
-910
| -14% | -$238K | 0.12% | 123 |
|
|
2024
Q2 | $1.49M | Buy |
6,441
+809
| +14% | +$188K | 0.13% | 116 |
|
|
2024
Q1 | $990K | Buy |
5,632
+1,705
| +43% | +$300K | 0.09% | 141 |
|
|
2023
Q4 | $976K | Buy |
+3,927
| New | +$976K | 0.1% | 130 |
|
|
2022
Q4 | $402K | Sell |
3,263
-34
| -1% | -$4.19K | 0.05% | 214 |
|
|
2022
Q3 | $875K | Buy |
+3,297
| New | +$875K | 0.11% | 144 |
|