Laidlaw 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
$1.64M Sell
5,161
-634
-11% -$201K 4.72% 5
2025
Q1
$1.5M Sell
5,795
-6,455
-53% -$1.67M 4.42% 7
2024
Q4
$4.95M Buy
12,250
+676
+6% +$273K 2.15% 8
2024
Q3
$3.03M Sell
11,574
-468
-4% -$122K 1.5% 14
2024
Q2
$2.38M Sell
12,042
-157
-1% -$31.1K 1.31% 20
2024
Q1
$2.14M Sell
12,199
-3,274
-21% -$576K 1.2% 20
2023
Q4
$3.84M Sell
15,473
-1,187
-7% -$295K 1.4% 11
2023
Q3
$4.17M Buy
16,660
+1,105
+7% +$276K 1.38% 13
2023
Q2
$4.07M Buy
15,555
+117
+0.8% +$30.6K 0.8% 27
2023
Q1
$3.2M Buy
15,438
+447
+3% +$92.7K 0.65% 36
2022
Q4
$1.85M Buy
14,991
+915
+7% +$113K 0.4% 72
2022
Q3
$3.73M Sell
14,076
-762
-5% -$202K 0.87% 23
2022
Q2
$3.33M Buy
14,838
+642
+5% +$144K 0.68% 35
2022
Q1
$5.1M Sell
14,196
-987
-7% -$355K 0.85% 23
2021
Q4
$5.35M Buy
15,183
+105
+0.7% +$37K 0.85% 22
2021
Q3
$3.9M Buy
15,078
+168
+1% +$43.4K 1% 24
2021
Q2
$3.38M Buy
14,910
+1,062
+8% +$241K 0.87% 30
2021
Q1
$3.08M Buy
13,848
+5,808
+72% +$1.29M 1.05% 25
2020
Q4
$1.89M Buy
8,040
+6,078
+310% +$1.43M 0.4% 64
2020
Q3
$281K Sell
1,962
-1,053
-35% -$151K 0.12% 165
2020
Q2
$217K Buy
+3,015
New +$217K 0.11% 164