Investmark Advisory Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,380
-1
| -0% | -$318 | 0.5% | 47 |
|
|
2025
Q1 | $876K | Sell |
3,381
-1,538
| -31% | -$399K | 0.43% | 46 |
|
|
2024
Q4 | $1.99M | Buy |
4,919
+40
| +0.8% | +$16.2K | 0.97% | 31 |
|
|
2024
Q3 | $1.28M | Sell |
4,879
-437
| -8% | -$114K | 0.62% | 40 |
|
|
2024
Q2 | $1.05M | Sell |
5,316
-69
| -1% | -$13.7K | 0.56% | 41 |
|
|
2024
Q1 | $947K | Buy |
5,385
+239
| +5% | +$42K | 0.52% | 45 |
|
|
2023
Q4 | $1.28M | Buy |
5,146
+411
| +9% | +$102K | 0.75% | 34 |
|
|
2023
Q3 | $1.18M | Hold |
4,735
| – | – | 0.8% | 32 |
|
|
2023
Q2 | $1.24M | Buy |
4,735
+600
| +15% | +$157K | 0.83% | 32 |
|
|
2023
Q1 | $858K | Buy |
4,135
+81
| +2% | +$16.8K | 0.63% | 35 |
|
|
2022
Q4 | $499K | Buy |
4,054
+220
| +6% | +$27.1K | 0.37% | 58 |
|
|
2022
Q3 | $1.02M | Buy |
3,834
+492
| +15% | +$130K | 0.91% | 31 |
|
|
2022
Q2 | $750K | Buy |
3,342
+1,026
| +44% | +$230K | 0.74% | 29 |
|
|
2022
Q1 | $831K | Buy |
2,316
+60
| +3% | +$21.5K | 0.86% | 27 |
|
|
2021
Q4 | $794K | Buy |
+2,256
| New | +$794K | 0.74% | 27 |
|