KWB Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,381
+33
| +2% | +$8.55K | 0.04% | 110 |
|
|
2025
Q1 | $544K | Hold |
1,348
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $353K | Hold |
1,348
| – | – | 0.04% | 107 |
|
|
2024
Q3 | $267K | Hold |
1,348
| – | – | 0.03% | 113 |
|
|
2024
Q2 | $237K | Hold |
1,348
| – | – | 0.03% | 119 |
|
|
2024
Q1 | $237K | Hold |
1,348
| – | – | 0.03% | 121 |
|
|
2023
Q4 | $335K | Hold |
1,348
| – | – | 0.05% | 101 |
|
|
2023
Q3 | $353K | Hold |
1,348
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $353K | Buy |
+1,348
| New | +$353K | 0.06% | 94 |
|
|
2022
Q4 | – | Sell |
-1,456
| Closed | -$386K | – | 126 |
|
|
2022
Q3 | $386K | Sell |
1,456
-104
| -7% | -$27.6K | 0.08% | 70 |
|
|
2022
Q2 | $350K | Sell |
1,560
-147
| -9% | -$33K | 0.07% | 79 |
|
|
2022
Q1 | $601K | Hold |
1,707
| – | – | 0.1% | 50 |
|
|
2021
Q4 | $601K | Sell |
1,707
-54
| -3% | -$19K | 0.1% | 50 |
|
|
2021
Q3 | $455K | Buy |
1,761
+270
| +18% | +$69.8K | 0.08% | 57 |
|
|
2021
Q2 | $332K | Hold |
1,491
| – | – | 0.06% | 63 |
|
|
2021
Q1 | $332K | Sell |
1,491
-270
| -15% | -$60.1K | 0.06% | 63 |
|
|
2020
Q4 | $414K | Buy |
+1,761
| New | +$414K | 0.09% | 51 |
|