McKinley Carter Wealth Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
2,301
-231
| -9% | -$73.4K | 0.04% | 178 |
|
|
2025
Q1 | $656K | Sell |
2,532
-863
| -25% | -$224K | 0.04% | 184 |
|
|
2024
Q4 | $1.37M | Sell |
3,395
-660
| -16% | -$267K | 0.08% | 140 |
|
|
2024
Q3 | $1.06M | Sell |
4,055
-136
| -3% | -$35.6K | 0.06% | 155 |
|
|
2024
Q2 | $829K | Buy |
4,191
+275
| +7% | +$54.4K | 0.05% | 169 |
|
|
2024
Q1 | $688K | Sell |
3,916
-550
| -12% | -$96.7K | 0.05% | 179 |
|
|
2023
Q4 | $1.11M | Buy |
4,466
+283
| +7% | +$70.3K | 0.08% | 143 |
|
|
2023
Q3 | $1.05M | Buy |
4,183
+592
| +16% | +$148K | 0.08% | 141 |
|
|
2023
Q2 | $940K | Sell |
3,591
-7,745
| -68% | -$2.03M | 0.07% | 152 |
|
|
2023
Q1 | $2.35M | Buy |
11,336
+119
| +1% | +$24.7K | 0.18% | 95 |
|
|
2022
Q4 | $1.38M | Sell |
11,217
-1,714
| -13% | -$211K | 0.12% | 121 |
|
|
2022
Q3 | $3.43M | Buy |
12,931
+9,652
| +294% | +$2.56M | 0.32% | 65 |
|
|
2022
Q2 | $736K | Buy |
3,279
+570
| +21% | +$128K | 0.07% | 163 |
|
|
2022
Q1 | $973K | Buy |
2,709
+390
| +17% | +$140K | 0.08% | 149 |
|
|
2021
Q4 | $817K | Buy |
2,319
+87
| +4% | +$30.7K | 0.06% | 158 |
|
|
2021
Q3 | $577K | Hold |
2,232
| – | – | 0.05% | 174 |
|
|
2021
Q2 | $506K | Sell |
2,232
-270
| -11% | -$61.2K | 0.04% | 185 |
|
|
2021
Q1 | $557K | Sell |
2,502
-3,570
| -59% | -$795K | 0.05% | 177 |
|
|
2020
Q4 | $1.43M | Buy |
6,072
+3,612
| +147% | +$850K | 0.19% | 106 |
|
|
2020
Q3 | $352K | Buy |
+2,460
| New | +$352K | 0.08% | 108 |
|
|
2018
Q2 | – | Sell |
-5,460
| Closed | -$97K | – | 357 |
|
|
2018
Q1 | $97K | Buy |
+5,460
| New | +$97K | 0.03% | 219 |
|