Marks Group 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 | $456K | Buy |
1,437
+142
| +11% | +$45.1K | 0.04% | 231 |
|
|
2025
Q1 | $336K | Buy |
1,295
+9
| +0.7% | +$2.33K | 0.03% | 270 |
|
|
2024
Q4 | $519K | Buy |
1,286
+11
| +0.9% | +$4.44K | 0.05% | 217 |
|
|
2024
Q3 | $334K | Sell |
1,275
-6,634
| -84% | -$1.74M | 0.03% | 247 |
|
|
2024
Q2 | $1.57M | Sell |
7,909
-58
| -0.7% | -$11.5K | 0.16% | 140 |
|
|
2024
Q1 | $1.4M | Sell |
7,967
-56
| -0.7% | -$9.84K | 0.15% | 145 |
|
|
2023
Q4 | $1.99M | Sell |
8,023
-315
| -4% | -$78.3K | 0.23% | 127 |
|
|
2023
Q3 | $2.09M | Buy |
8,338
+358
| +4% | +$89.6K | 0.26% | 116 |
|
|
2023
Q2 | $2.09M | Sell |
7,980
-1,525
| -16% | -$399K | 0.25% | 121 |
|
|
2023
Q1 | $1.97M | Hold |
9,505
| – | – | 0.25% | 119 |
|
|
2022
Q4 | $1.17M | Sell |
9,505
-2,600
| -21% | -$320K | 0.16% | 149 |
|
|
2022
Q3 | $3.21M | Sell |
12,105
-300
| -2% | -$79.6K | 0.49% | 75 |
|
|
2022
Q2 | $2.79M | Buy |
12,405
+30
| +0.2% | +$6.74K | 0.4% | 89 |
|
|
2022
Q1 | $4.45M | Buy |
12,375
+1,287
| +12% | +$462K | 0.56% | 73 |
|
|
2021
Q4 | $3.91M | Buy |
+11,088
| New | +$3.91M | 0.48% | 77 |
|