Jackson 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 | $551K | Sell |
1,734
-435
| -20% | -$138K | 0.06% | 107 |
|
|
2025
Q1 | $562K | Buy |
2,169
+1,134
| +110% | +$294K | 0.07% | 104 |
|
|
2024
Q4 | $418K | Buy |
+1,035
| New | +$418K | 0.05% | 120 |
|
|
2022
Q4 | – | Sell |
-760
| Closed | -$202K | – | 100 |
|
|
2022
Q3 | $202K | Buy |
+760
| New | +$202K | 0.04% | 100 |
|
|
2022
Q2 | – | Sell |
-4,161
| Closed | -$1.5M | – | 119 |
|
|
2022
Q1 | $1.5M | Buy |
4,161
+2,751
| +195% | +$988K | 0.21% | 87 |
|
|
2021
Q4 | $497K | Buy |
+1,410
| New | +$497K | 0.06% | 103 |
|
|
2021
Q3 | – | Sell |
-3,783
| Closed | -$857K | – | 117 |
|
|
2021
Q2 | $857K | Buy |
+3,783
| New | +$857K | 0.11% | 98 |
|
|
2021
Q1 | – | Sell |
-3,066
| Closed | -$721K | – | 148 |
|
|
2020
Q4 | $721K | Buy |
+3,066
| New | +$721K | 0.1% | 107 |
|
|
2020
Q3 | – | Sell |
-15,000
| Closed | -$1.08M | – | 141 |
|
|
2020
Q2 | $1.08M | Buy |
+15,000
| New | +$1.08M | 0.19% | 96 |
|
|
2020
Q1 | – | Sell |
-22,515
| Closed | -$850K | – | 162 |
|
|
2019
Q4 | $850K | Buy |
+22,515
| New | +$850K | 0.14% | 117 |
|