JGP 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 | $1.22M | Buy |
3,838
+488
| +15% | +$155K | 0.15% | 88 |
|
|
2025
Q1 | $868K | Sell |
3,350
-649
| -16% | -$168K | 0.11% | 101 |
|
|
2024
Q4 | $1.61M | Buy |
3,999
+147
| +4% | +$59.4K | 0.21% | 69 |
|
|
2024
Q3 | $1.01M | Buy |
3,852
+30
| +0.8% | +$7.85K | 0.13% | 88 |
|
|
2024
Q2 | $756K | Sell |
3,822
-465
| -11% | -$92K | 0.11% | 100 |
|
|
2024
Q1 | $754K | Buy |
4,287
+359
| +9% | +$63.1K | 0.11% | 100 |
|
|
2023
Q4 | $976K | Sell |
3,928
-161
| -4% | -$40K | 0.14% | 87 |
|
|
2023
Q3 | $1.02M | Buy |
4,089
+608
| +17% | +$152K | 0.17% | 80 |
|
|
2023
Q2 | $911K | Sell |
3,481
-2
| -0.1% | -$524 | 0.15% | 84 |
|
|
2023
Q1 | $723K | Buy |
3,483
+277
| +9% | +$57.5K | 0.13% | 94 |
|
|
2022
Q4 | $395K | Sell |
3,206
-300
| -9% | -$37K | 0.07% | 118 |
|
|
2022
Q3 | $782K | Buy |
3,506
+2,309
| +193% | +$515K | 0.16% | 82 |
|
|
2022
Q2 | $277K | Sell |
1,197
-24
| -2% | -$5.55K | 0.06% | 128 |
|
|
2022
Q1 | $418K | Buy |
1,221
+318
| +35% | +$109K | 0.08% | 114 |
|
|
2021
Q4 | $328K | Sell |
903
-201
| -18% | -$73K | 0.06% | 130 |
|
|
2021
Q3 | $286K | Sell |
1,104
-150
| -12% | -$38.9K | 0.06% | 133 |
|
|
2021
Q2 | $284K | Buy |
1,254
+111
| +10% | +$25.1K | 0.06% | 135 |
|
|
2021
Q1 | $255K | Sell |
1,143
-198
| -15% | -$44.2K | 0.06% | 135 |
|
|
2020
Q4 | $380K | Buy |
+1,341
| New | +$380K | 0.09% | 107 |
|