Marietta 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 | $1.08M | Buy |
3,388
+560
| +20% | +$178K | 0.14% | 86 |
|
|
2025
Q1 | $733K | Buy |
2,828
+1,201
| +74% | +$311K | 0.11% | 90 |
|
|
2024
Q4 | $657K | Buy |
1,627
+80
| +5% | +$32.3K | 0.09% | 90 |
|
|
2024
Q3 | $405K | Buy |
+1,547
| New | +$405K | 0.06% | 99 |
|
|
2024
Q1 | – | Sell |
-983
| Closed | -$244K | – | 103 |
|
|
2023
Q4 | $244K | Hold |
983
| – | – | 0.04% | 102 |
|
|
2023
Q3 | $246K | Hold |
983
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $257K | Hold |
983
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $204K | Buy |
+983
| New | +$204K | 0.04% | 105 |
|
|
2022
Q4 | – | Sell |
-966
| Closed | -$256K | – | 113 |
|
|
2022
Q3 | $256K | Buy |
966
+33
| +4% | +$8.75K | 0.06% | 98 |
|
|
2022
Q2 | $209K | Buy |
933
+3
| +0.3% | +$672 | 0.05% | 108 |
|
|
2022
Q1 | $334K | Hold |
930
| – | – | 0.07% | 99 |
|
|
2021
Q4 | $328K | Hold |
930
| – | – | 0.07% | 106 |
|
|
2021
Q3 | $240K | Sell |
930
-15
| -2% | -$3.87K | 0.05% | 113 |
|
|
2021
Q2 | $214K | Buy |
+945
| New | +$214K | 0.05% | 114 |
|