Jeppson 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 | $1.21M | Sell |
3,796
-170
| -4% | -$54K | 0.42% | 64 |
|
|
2025
Q1 | $1.03M | Buy |
3,966
+370
| +10% | +$95.9K | 0.38% | 70 |
|
|
2024
Q4 | $1.45M | Sell |
3,596
-157
| -4% | -$63.4K | 0.53% | 51 |
|
|
2024
Q3 | $982K | Sell |
3,753
-104
| -3% | -$27.2K | 0.35% | 72 |
|
|
2024
Q2 | $763K | Sell |
3,857
-13
| -0.3% | -$2.57K | 0.29% | 83 |
|
|
2024
Q1 | $680K | Buy |
3,870
+866
| +29% | +$152K | 0.26% | 91 |
|
|
2023
Q4 | $746K | Buy |
3,004
+18
| +0.6% | +$4.47K | 0.31% | 82 |
|
|
2023
Q3 | $747K | Sell |
2,986
-83
| -3% | -$20.8K | 0.34% | 80 |
|
|
2023
Q2 | $803K | Sell |
3,069
-190
| -6% | -$49.7K | 0.35% | 74 |
|
|
2023
Q1 | $676K | Buy |
3,259
+422
| +15% | +$87.5K | 0.29% | 86 |
|
|
2022
Q4 | $349K | Buy |
2,837
+1,099
| +63% | +$135K | 0.15% | 133 |
|
|
2022
Q3 | $461K | Buy |
1,738
+49
| +3% | +$13K | 0.21% | 102 |
|
|
2022
Q2 | $379K | Sell |
1,689
-360
| -18% | -$80.8K | 0.16% | 116 |
|
|
2022
Q1 | $736K | Sell |
2,049
-24
| -1% | -$8.62K | 0.34% | 68 |
|
|
2021
Q4 | $730K | Sell |
2,073
-24
| -1% | -$8.45K | 0.35% | 69 |
|
|
2021
Q3 | $542K | Sell |
2,097
-24
| -1% | -$6.2K | 0.28% | 78 |
|
|
2021
Q2 | $480K | Hold |
2,121
| – | – | 0.26% | 87 |
|
|
2021
Q1 | $472K | Sell |
2,121
-438
| -17% | -$97.5K | 0.28% | 79 |
|
|
2020
Q4 | $602K | Sell |
2,559
-513
| -17% | -$121K | 0.4% | 62 |
|
|
2020
Q3 | $439K | Buy |
+3,072
| New | +$439K | 0.34% | 70 |
|