Inspirion 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 | $632K | Buy |
1,990
+16
| +0.8% | +$5.08K | 0.08% | 91 |
|
|
2025
Q1 | $512K | Buy |
1,974
+210
| +12% | +$54.4K | 0.07% | 92 |
|
|
2024
Q4 | $696K | Sell |
1,764
-515
| -23% | -$203K | 0.1% | 79 |
|
|
2024
Q3 | $596K | Hold |
2,279
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $451K | Buy |
2,279
+5
| +0.2% | +$989 | 0.07% | 95 |
|
|
2024
Q1 | $400K | Sell |
2,274
-107
| -4% | -$18.8K | 0.07% | 101 |
|
|
2023
Q4 | $591K | Buy |
2,381
+26
| +1% | +$6.46K | 0.11% | 79 |
|
|
2023
Q3 | $589K | Buy |
2,355
+7
| +0.3% | +$1.75K | 0.11% | 78 |
|
|
2023
Q2 | $615K | Buy |
2,348
+9
| +0.4% | +$2.36K | 0.12% | 77 |
|
|
2023
Q1 | $485K | Buy |
+2,339
| New | +$485K | 0.1% | 84 |
|
|
2022
Q4 | – | Sell |
-1,918
| Closed | -$509K | – | 127 |
|
|
2022
Q3 | $509K | Buy |
1,918
+19
| +1% | +$5.04K | 0.11% | 75 |
|
|
2022
Q2 | $426K | Sell |
1,899
-120
| -6% | -$26.9K | 0.09% | 81 |
|
|
2022
Q1 | $725K | Buy |
2,019
+75
| +4% | +$26.9K | 0.15% | 55 |
|
|
2021
Q4 | $685K | Buy |
1,944
+60
| +3% | +$21.1K | 0.14% | 56 |
|
|
2021
Q3 | $487K | Buy |
1,884
+90
| +5% | +$23.3K | 0.11% | 59 |
|
|
2021
Q2 | $406K | Hold |
1,794
| – | – | 0.1% | 64 |
|
|
2021
Q1 | $399K | Hold |
1,794
| – | – | 0.11% | 62 |
|
|
2020
Q4 | $422K | Sell |
1,794
-342
| -16% | -$80.4K | 0.12% | 55 |
|
|
2020
Q3 | $305K | Sell |
2,136
-3,759
| -64% | -$537K | 0.1% | 60 |
|
|
2020
Q2 | $424K | Buy |
5,895
+30
| +0.5% | +$2.16K | 0.17% | 49 |
|
|
2020
Q1 | $205K | Buy |
+5,865
| New | +$205K | 0.1% | 68 |
|
|
2018
Q2 | – | Sell |
-11,385
| Closed | -$202K | – | 77 |
|
|
2018
Q1 | $202K | Hold |
11,385
| – | – | 0.1% | 72 |
|
|
2017
Q4 | $236K | Hold |
11,385
| – | – | 0.11% | 62 |
|
|
2017
Q3 | $259K | Hold |
11,385
| – | – | 0.13% | 56 |
|
|
2017
Q2 | $274K | Hold |
11,385
| – | – | 0.15% | 56 |
|
|
2017
Q1 | $211K | Buy |
+11,385
| New | +$211K | 0.12% | 62 |
|