Lowe Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $129K | Hold |
291
| – | – | 0.05% | 80 |
|
|
2025
Q2 | $92.4K | Hold |
291
| – | – | 0.04% | 95 |
|
|
2025
Q1 | $75.4K | Sell |
291
-24
| -8% | -$8K | 0.03% | 105 |
|
|
2024
Q4 | $127K | Buy |
315
+109
| +53% | +$35.1K | 0.05% | 72 |
|
|
2024
Q3 | $53.9K | Hold |
206
| – | – | 0.02% | 120 |
|
|
2024
Q2 | $40.8K | Buy |
206
+15
| +8% | +$2.62K | 0.02% | 139 |
|
|
2024
Q1 | $33.6K | Hold |
191
| – | – | 0.02% | 136 |
|
|
2023
Q4 | $47.5K | Hold |
191
| – | – | 0.02% | 113 |
|
|
2023
Q3 | $47.8K | Sell |
191
-105
| -35% | -$27K | 0.03% | 106 |
|
|
2023
Q2 | $77.5K | Sell |
296
-1
| -0.3% | -$200 | 0.04% | 90 |
|
|
2023
Q1 | $61.6K | Sell |
297
-12
| -4% | -$2.09K | 0.03% | 90 |
|
|
2022
Q4 | $38.1K | Hold |
309
| – | – | 0.02% | 117 |
|
|
2022
Q3 | $82K | Hold |
309
| – | – | 0.05% | 75 |
|
|
2022
Q2 | $69K | Hold |
309
| – | – | 0.04% | 76 |
|
|
2022
Q1 | $111K | Hold |
309
| – | – | 0.05% | 68 |
|
|
2021
Q4 | $109K | Buy |
309
+174
| +129% | +$58.4K | 0.05% | 66 |
|
|
2021
Q3 | $35K | Hold |
135
| – | – | 0.02% | 111 |
|
|
2021
Q2 | $31K | Buy |
135
+3
| +2% | +$651 | 0.01% | 115 |
|
|
2021
Q1 | $29K | Hold |
132
| – | – | 0.01% | 115 |
|
|
2020
Q4 | $31K | Buy |
+132
| New | +$22.5K | 0.02% | 109 |
|
|
2020
Q2 | – | Sell |
-375
| Closed | -$13K | – | 316 |
|
|
2020
Q1 | $13K | Buy |
375
+300
| +400% | +$12.4K | 0.01% | 131 |
|
|
2019
Q4 | $2K | Sell |
75
-75
| -50% | -$1.63K | ﹤0.01% | 252 |
|
|
2019
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 244 |
|
|
2019
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 260 |
|
|
2019
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 233 |
|
|
2018
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 201 |
|
|
2018
Q3 | $3K | Sell |
150
-1,065
| -88% | -$22.2K | ﹤0.01% | 246 |
|
|
2018
Q2 | $28K | Hold |
1,215
| – | – | 0.02% | 92 |
|
|
2018
Q1 | $22K | Hold |
1,215
| – | – | 0.01% | 108 |
|
|
2017
Q4 | $25K | Hold |
1,215
| – | – | 0.02% | 103 |
|
|
2017
Q3 | $28K | Buy |
1,215
+150
| +14% | +$3.46K | 0.02% | 94 |
|
|
2017
Q2 | $26K | Sell |
1,065
-300
| -22% | -$6.6K | 0.02% | 85 |
|
|
2017
Q1 | $25K | Hold |
1,365
| – | – | 0.02% | 85 |
|
|
2016
Q4 | $19K | Buy |
1,365
+345
| +34% | +$4.53K | 0.01% | 99 |
|
|
2016
Q3 | $14K | Sell |
1,020
-300
| -23% | -$4.33K | 0.01% | 125 |
|
|
2016
Q2 | $19K | Hold |
1,320
| – | – | 0.01% | 99 |
|
|
2016
Q1 | $20K | Hold |
1,320
| – | – | 0.01% | 93 |
|
|
2015
Q4 | $21K | Hold |
1,320
| – | – | 0.01% | 83 |
|
|
2015
Q3 | $22K | Hold |
1,320
| – | – | 0.02% | 84 |
|
|
2015
Q2 | $24K | Buy |
1,320
+570
| +76% | +$9.01K | 0.02% | 95 |
|
|
2015
Q1 | $9K | Hold |
750
| – | – | 0.01% | 134 |
|
|
2014
Q4 | $11K | Buy |
+750
| New | +$11.7K | 0.01% | 125 |
|
Other funds holding TSLA
