Liberty 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 | $4.98M | Sell |
15,687
-5,376
| -26% | -$1.71M | 0.78% | 36 |
|
|
2025
Q1 | $5.46M | Sell |
21,063
-4,186
| -17% | -$1.08M | 1.04% | 28 |
|
|
2024
Q4 | $10.2M | Buy |
25,249
+7,371
| +41% | +$2.98M | 1.7% | 18 |
|
|
2024
Q3 | $4.68M | Sell |
17,878
-7,412
| -29% | -$1.94M | 0.79% | 33 |
|
|
2024
Q2 | $3.74M | Buy |
25,290
+7,224
| +40% | +$1.07M | 0.69% | 35 |
|
|
2024
Q1 | $3.18M | Sell |
18,066
-182
| -1% | -$32K | 0.62% | 39 |
|
|
2023
Q4 | $4.53M | Buy |
18,248
+91
| +0.5% | +$22.6K | 0.97% | 27 |
|
|
2023
Q3 | $4.54M | Sell |
18,157
-170
| -0.9% | -$42.5K | 1.13% | 25 |
|
|
2023
Q2 | $4.8M | Sell |
18,327
-212
| -1% | -$55.5K | 1.19% | 25 |
|
|
2023
Q1 | $3.85M | Buy |
+18,539
| New | +$3.85M | 0.79% | 32 |
|
|
2022
Q3 | $4.76M | Buy |
17,948
+383
| +2% | +$102K | 1.27% | 17 |
|
|
2022
Q2 | $3.94M | Buy |
17,565
+4,212
| +32% | +$945K | 1.6% | 12 |
|
|
2022
Q1 | $4.8M | Sell |
13,353
-108
| -0.8% | -$38.8K | 1.73% | 12 |
|
|
2021
Q4 | $4.74K | Sell |
13,461
-291
| -2% | -$103 | 0.21% | 33 |
|
|
2021
Q3 | $3.56M | Buy |
13,752
+423
| +3% | +$109K | 1.27% | 13 |
|
|
2021
Q2 | $3.02M | Buy |
13,329
+876
| +7% | +$198K | 1.17% | 19 |
|
|
2021
Q1 | $3.49M | Hold |
12,453
| – | – | 1.7% | 15 |
|
|
2020
Q4 | $3.49M | Sell |
12,453
-258
| -2% | -$72.2K | 1.71% | 15 |
|
|
2020
Q3 | $1.82M | Buy |
12,711
+51
| +0.4% | +$7.29K | 1.07% | 20 |
|
|
2020
Q2 | $911K | Sell |
12,660
-4,545
| -26% | -$327K | 0.64% | 28 |
|
|
2020
Q1 | $601K | Sell |
17,205
-45
| -0.3% | -$1.57K | 0.53% | 34 |
|
|
2019
Q4 | $481K | Sell |
17,250
-1,395
| -7% | -$38.9K | 0.38% | 52 |
|
|
2019
Q3 | $299K | Buy |
18,645
+3,750
| +25% | +$60.1K | 0.28% | 69 |
|
|
2019
Q2 | $222K | Buy |
14,895
+225
| +2% | +$3.35K | 0.19% | 98 |
|
|
2019
Q1 | $273K | Buy |
14,670
+1,500
| +11% | +$27.9K | 0.21% | 72 |
|
|
2018
Q4 | $292K | Buy |
+13,170
| New | +$292K | 0.22% | 67 |
|