Measured Wealth Private Client Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-560
| Closed | -$226K | – | 195 |
|
|
2024
Q4 | $226K | Buy |
+560
| New | +$226K | 0.07% | 163 |
|
|
2024
Q1 | – | Sell |
-1,905
| Closed | -$473K | – | 194 |
|
|
2023
Q4 | $473K | Sell |
1,905
-250
| -12% | -$62.1K | 0.17% | 99 |
|
|
2023
Q3 | $539K | Buy |
2,155
+100
| +5% | +$25K | 0.22% | 76 |
|
|
2023
Q2 | $538K | Sell |
2,055
-105
| -5% | -$27.5K | 0.2% | 82 |
|
|
2023
Q1 | $448K | Buy |
2,160
+525
| +32% | +$109K | 0.17% | 95 |
|
|
2022
Q4 | $201K | Hold |
1,635
| – | – | 0.08% | 162 |
|
|
2022
Q3 | $434K | Hold |
1,635
| – | – | 0.19% | 67 |
|
|
2022
Q2 | $367K | Sell |
1,635
-1,824
| -53% | -$409K | 0.16% | 96 |
|
|
2022
Q1 | $1.24M | Sell |
3,459
-702
| -17% | -$252K | 0.46% | 31 |
|
|
2021
Q4 | $1.47M | Buy |
4,161
+90
| +2% | +$31.7K | 0.52% | 30 |
|
|
2021
Q3 | $1.05M | Sell |
4,071
-15,000
| -79% | -$3.88M | 0.41% | 38 |
|
|
2021
Q2 | $4.32M | Sell |
19,071
-336
| -2% | -$76.1K | 1.38% | 13 |
|
|
2021
Q1 | $4.32M | Buy |
19,407
+432
| +2% | +$96.2K | 1.53% | 12 |
|
|
2020
Q4 | $4.46M | Hold |
18,975
| – | – | 1.86% | 11 |
|
|
2020
Q3 | $2.71M | Sell |
18,975
-75
| -0.4% | -$10.7K | 1.31% | 13 |
|
|
2020
Q2 | $1.37M | Hold |
19,050
| – | – | 0.8% | 19 |
|
|
2020
Q1 | $665K | Sell |
19,050
-330
| -2% | -$11.5K | 0.52% | 33 |
|
|
2019
Q4 | $540K | Buy |
+19,380
| New | +$540K | 0.36% | 39 |
|
|
2018
Q4 | – | Sell |
-3,015
| Closed | -$53K | – | 660 |
|
|
2018
Q3 | $53K | Buy |
+3,015
| New | +$53K | 0.03% | 344 |
|