Meridian Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
1,152
-81
| -7% | -$25.7K | 0.06% | 136 |
|
|
2025
Q1 | $320K | Buy |
1,233
+211
| +21% | +$54.7K | 0.05% | 140 |
|
|
2024
Q4 | $413K | Sell |
1,022
-79
| -7% | -$31.9K | 0.07% | 126 |
|
|
2024
Q3 | $288K | Sell |
1,101
-114
| -9% | -$29.8K | 0.05% | 152 |
|
|
2024
Q2 | $240K | Hold |
1,215
| – | – | 0.04% | 160 |
|
|
2024
Q1 | $214K | Sell |
1,215
-25
| -2% | -$4.4K | 0.04% | 167 |
|
|
2023
Q4 | $308K | Hold |
1,240
| – | – | 0.07% | 144 |
|
|
2023
Q3 | $310K | Sell |
1,240
-30
| -2% | -$7.51K | 0.08% | 141 |
|
|
2023
Q2 | $332K | Sell |
1,270
-141
| -10% | -$36.9K | 0.08% | 138 |
|
|
2023
Q1 | $293K | Buy |
+1,411
| New | +$293K | 0.07% | 152 |
|
|
2022
Q4 | – | Sell |
-1,436
| Closed | -$381K | – | 198 |
|
|
2022
Q3 | $381K | Buy |
1,436
+56
| +4% | +$14.9K | 0.11% | 133 |
|
|
2022
Q2 | $310K | Buy |
1,380
+108
| +8% | +$24.3K | 0.08% | 151 |
|
|
2022
Q1 | $457K | Buy |
1,272
+78
| +7% | +$28K | 0.11% | 134 |
|
|
2021
Q4 | $421K | Hold |
1,194
| – | – | 0.1% | 131 |
|
|
2021
Q3 | $309K | Hold |
1,194
| – | – | 0.09% | 155 |
|
|
2021
Q2 | $271K | Sell |
1,194
-57
| -5% | -$12.9K | 0.08% | 163 |
|
|
2021
Q1 | $279K | Buy |
1,251
+168
| +16% | +$37.5K | 0.09% | 143 |
|
|
2020
Q4 | $255K | Sell |
1,083
-2,847
| -72% | -$670K | 0.09% | 151 |
|
|
2020
Q3 | $562K | Buy |
+3,930
| New | +$562K | 0.24% | 90 |
|
|
2019
Q1 | – | Sell |
-1,125
| Closed | -$25K | – | 369 |
|
|
2018
Q4 | $25K | Buy |
+1,125
| New | +$25K | 0.02% | 336 |
|