Independent Solutions 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 | $601K | Sell |
1,891
-208
| -10% | -$66.1K | 0.12% | 118 |
|
|
2025
Q1 | $544K | Buy |
2,099
+120
| +6% | +$31.1K | 0.12% | 122 |
|
|
2024
Q4 | $799K | Sell |
1,979
-8
| -0.4% | -$3.23K | 0.17% | 113 |
|
|
2024
Q3 | $520K | Sell |
1,987
-21
| -1% | -$5.49K | 0.12% | 116 |
|
|
2024
Q2 | $397K | Sell |
2,008
-34
| -2% | -$6.73K | 0.09% | 130 |
|
|
2024
Q1 | $359K | Sell |
2,042
-10,946
| -84% | -$1.92M | 0.09% | 138 |
|
|
2023
Q4 | $3.23M | Buy |
12,988
+2,363
| +22% | +$587K | 0.83% | 37 |
|
|
2023
Q3 | $2.66M | Buy |
10,625
+446
| +4% | +$112K | 0.69% | 39 |
|
|
2023
Q2 | $2.66M | Buy |
10,179
+439
| +5% | +$115K | 0.67% | 39 |
|
|
2023
Q1 | $2.02M | Buy |
+9,740
| New | +$2.02M | 0.6% | 45 |
|
|
2022
Q2 | – | Sell |
-1,014
| Closed | -$364K | – | 247 |
|
|
2022
Q1 | $364K | Sell |
1,014
-66
| -6% | -$23.7K | 0.09% | 157 |
|
|
2021
Q4 | $380K | Buy |
1,080
+48
| +5% | +$16.9K | 0.09% | 160 |
|
|
2021
Q3 | $267K | Sell |
1,032
-153
| -13% | -$39.5K | 0.07% | 189 |
|
|
2021
Q2 | $268K | Buy |
1,185
+132
| +13% | +$29.9K | 0.07% | 183 |
|
|
2021
Q1 | $234K | Buy |
1,053
+108
| +11% | +$24K | 0.06% | 177 |
|
|
2020
Q4 | $222K | Buy |
+945
| New | +$222K | 0.07% | 173 |
|