Levy Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.3M | Buy |
6,547
+460
| +8% | +$91K | 0.33% | 38 |
|
|
2024
Q1 | $1.51M | Hold |
6,087
| – | – | 0.42% | 29 |
|
|
2023
Q4 | $1.51M | Buy |
6,087
+423
| +7% | +$105K | 0.42% | 29 |
|
|
2023
Q3 | $1.42M | Sell |
5,664
-3,521
| -38% | -$881K | 0.44% | 32 |
|
|
2023
Q2 | $2.4M | Sell |
9,185
-1,830
| -17% | -$479K | 0.71% | 20 |
|
|
2023
Q1 | $2.29M | Buy |
11,015
+1,290
| +13% | +$268K | 0.7% | 23 |
|
|
2022
Q4 | $1.2M | Buy |
9,725
+1,020
| +12% | +$126K | 0.4% | 32 |
|
|
2022
Q3 | $2.31M | Buy |
8,705
+275
| +3% | +$72.9K | 0.99% | 17 |
|
|
2022
Q2 | $1.89M | Buy |
8,430
+1,512
| +22% | +$339K | 0.87% | 18 |
|
|
2022
Q1 | $2.49M | Sell |
6,918
-1,089
| -14% | -$391K | 1.03% | 15 |
|
|
2021
Q4 | $2.82M | Buy |
8,007
+2,646
| +49% | +$932K | 1.28% | 16 |
|
|
2021
Q3 | $1.39M | Buy |
5,361
+165
| +3% | +$42.7K | 0.76% | 22 |
|
|
2021
Q2 | $1.18M | Buy |
5,196
+1,167
| +29% | +$264K | 0.68% | 23 |
|
|
2021
Q1 | $897K | Buy |
4,029
+1,899
| +89% | +$423K | 0.59% | 26 |
|
|
2020
Q4 | $501K | Buy |
+2,130
| New | +$501K | 0.36% | 33 |
|