Lyell 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 | $1.28M | Sell |
4,040
-81
| -2% | -$25.7K | 0.1% | 106 |
|
|
2025
Q1 | $1.07M | Sell |
4,121
-523
| -11% | -$136K | 0.1% | 116 |
|
|
2024
Q4 | $1.88M | Sell |
4,644
-1,068
| -19% | -$431K | 0.17% | 98 |
|
|
2024
Q3 | $1.49M | Sell |
5,712
-677
| -11% | -$177K | 0.14% | 105 |
|
|
2024
Q2 | $1.26M | Sell |
6,389
-945
| -13% | -$187K | 0.12% | 103 |
|
|
2024
Q1 | $1.29M | Sell |
7,334
-53
| -0.7% | -$9.32K | 0.13% | 102 |
|
|
2023
Q4 | $1.84M | Sell |
7,387
-129
| -2% | -$32.1K | 0.21% | 96 |
|
|
2023
Q3 | $1.88M | Sell |
7,516
-668
| -8% | -$167K | 0.25% | 92 |
|
|
2023
Q2 | $2.14M | Buy |
8,184
+20
| +0.2% | +$5.24K | 0.27% | 89 |
|
|
2023
Q1 | $1.69M | Sell |
8,164
-476
| -6% | -$98.8K | 0.24% | 93 |
|
|
2022
Q4 | $1.06M | Sell |
8,640
-114
| -1% | -$14K | 0.17% | 101 |
|
|
2022
Q3 | $2.32M | Buy |
8,754
+66
| +0.8% | +$17.5K | 0.4% | 79 |
|
|
2022
Q2 | $1.95M | Sell |
8,688
-36
| -0.4% | -$8.08K | 0.32% | 84 |
|
|
2022
Q1 | $3.13M | Buy |
8,724
+387
| +5% | +$139K | 0.4% | 77 |
|
|
2021
Q4 | $2.94M | Sell |
8,337
-300
| -3% | -$106K | 0.34% | 74 |
|
|
2021
Q3 | $2.23M | Hold |
8,637
| – | – | 0.27% | 82 |
|
|
2021
Q2 | $1.96M | Sell |
8,637
-87
| -1% | -$19.7K | 0.24% | 82 |
|
|
2021
Q1 | $1.94M | Buy |
8,724
+9
| +0.1% | +$2K | 0.28% | 77 |
|
|
2020
Q4 | $2.05M | Buy |
8,715
+150
| +2% | +$35.3K | 0.33% | 72 |
|
|
2020
Q3 | $1.23M | Hold |
8,565
| – | – | 0.23% | 73 |
|
|
2020
Q2 | $617K | Sell |
8,565
-15
| -0.2% | -$1.08K | 0.14% | 80 |
|
|
2020
Q1 | $300K | Buy |
8,580
+30
| +0.4% | +$1.05K | 0.09% | 100 |
|
|
2019
Q4 | $238K | Buy |
+8,550
| New | +$238K | 0.06% | 117 |
|