Madison Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Sell |
4,078
-15
| -0.4% | -$4.77K | 0.28% | 43 |
|
2025
Q1 | $1.06M | Sell |
4,093
-307
| -7% | -$79.6K | 0.26% | 47 |
|
2024
Q4 | $1.78M | Sell |
4,400
-729
| -14% | -$294K | 0.5% | 32 |
|
2024
Q3 | $1.34M | Sell |
5,129
-18
| -0.3% | -$4.71K | 0.4% | 34 |
|
2024
Q2 | $1.02M | Buy |
5,147
+24
| +0.5% | +$4.75K | 0.35% | 38 |
|
2024
Q1 | $901K | Buy |
5,123
+21
| +0.4% | +$3.69K | 0.33% | 38 |
|
2023
Q4 | $1.27M | Buy |
5,102
+82
| +2% | +$20.4K | 0.5% | 28 |
|
2023
Q3 | $1.26M | Buy |
5,020
+98
| +2% | +$24.5K | 0.64% | 23 |
|
2023
Q2 | $1.29M | Buy |
4,922
+32
| +0.7% | +$8.38K | 0.6% | 22 |
|
2023
Q1 | $1.01M | Buy |
4,890
+1,192
| +32% | +$247K | 0.51% | 24 |
|
2022
Q4 | $456K | Buy |
3,698
+816
| +28% | +$101K | 0.27% | 42 |
|
2022
Q3 | $765K | Buy |
2,882
+59
| +2% | +$15.7K | 0.5% | 25 |
|
2022
Q2 | $634K | Buy |
2,823
+51
| +2% | +$11.5K | 0.4% | 29 |
|
2022
Q1 | $996K | Hold |
2,772
| – | – | 0.56% | 22 |
|
2021
Q4 | $976K | Buy |
2,772
+12
| +0.4% | +$4.23K | 0.49% | 22 |
|
2021
Q3 | $713K | Hold |
2,760
| – | – | 0.4% | 25 |
|
2021
Q2 | $625K | Sell |
2,760
-1,455
| -35% | -$329K | 0.36% | 28 |
|
2021
Q1 | $991K | Hold |
4,215
| – | – | 0.7% | 20 |
|
2020
Q4 | $991K | Buy |
+4,215
| New | +$991K | 0.66% | 21 |
|