Independent Wealth Network’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
3,880
+515
| +15% | +$164K | 0.45% | 54 |
|
|
2025
Q1 | $872K | Sell |
3,365
-16
| -0.5% | -$4.15K | 0.35% | 78 |
|
|
2024
Q4 | $1.37M | Buy |
3,381
+1,473
| +77% | +$595K | 0.55% | 41 |
|
|
2024
Q3 | $499K | Buy |
1,908
+414
| +28% | +$108K | 0.22% | 117 |
|
|
2024
Q2 | $296K | Buy |
1,494
+81
| +6% | +$16K | 0.14% | 171 |
|
|
2024
Q1 | $248K | Buy |
1,413
+90
| +7% | +$15.8K | 0.12% | 183 |
|
|
2023
Q4 | $329K | Buy |
1,323
+101
| +8% | +$25.1K | 0.17% | 138 |
|
|
2023
Q3 | $306K | Buy |
1,222
+165
| +16% | +$41.3K | 0.19% | 132 |
|
|
2023
Q2 | $277K | Buy |
1,057
+50
| +5% | +$13.1K | 0.17% | 155 |
|
|
2023
Q1 | $209K | Buy |
+1,007
| New | +$209K | 0.13% | 178 |
|
|
2022
Q4 | – | Sell |
-998
| Closed | -$265K | – | 202 |
|
|
2022
Q3 | $265K | Buy |
+998
| New | +$265K | 0.21% | 130 |
|
|
2022
Q2 | – | Sell |
-921
| Closed | -$331K | – | 214 |
|
|
2022
Q1 | $331K | Buy |
921
+204
| +28% | +$73.3K | 0.21% | 127 |
|
|
2021
Q4 | $253K | Sell |
717
-12
| -2% | -$4.23K | 0.16% | 162 |
|
|
2021
Q3 | $295K | Buy |
+729
| New | +$295K | 0.19% | 135 |
|