Meridian 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 | $20.1M | Buy |
63,163
+29,487
| +88% | +$9.37M | 0.86% | 19 |
|
|
2025
Q1 | $8.73M | Sell |
33,676
-89
| -0.3% | -$23.1K | 0.42% | 52 |
|
|
2024
Q4 | $13.6M | Buy |
33,765
+4,165
| +14% | +$1.68M | 0.65% | 25 |
|
|
2024
Q3 | $7.74M | Sell |
29,600
-1,250
| -4% | -$327K | 0.38% | 56 |
|
|
2024
Q2 | $6.1M | Buy |
+30,850
| New | +$6.1M | 0.73% | 28 |
|
|
2024
Q1 | – | Sell |
-29,402
| Closed | -$7.31M | – | 519 |
|
|
2023
Q4 | $7.31M | Sell |
29,402
-167
| -0.6% | -$41.5K | 0.47% | 44 |
|
|
2023
Q3 | $7.4M | Sell |
29,569
-1,301
| -4% | -$326K | 0.45% | 44 |
|
|
2023
Q2 | $8.08M | Sell |
30,870
-22,333
| -42% | -$5.85M | 0.68% | 23 |
|
|
2023
Q1 | $11M | Buy |
53,203
+7,507
| +16% | +$1.56M | 0.96% | 14 |
|
|
2022
Q4 | $5.63M | Buy |
45,696
+4,897
| +12% | +$603K | 0.55% | 26 |
|
|
2022
Q3 | $10.8M | Buy |
40,799
+3,350
| +9% | +$889K | 1.16% | 12 |
|
|
2022
Q2 | $8.41M | Buy |
37,449
+5,607
| +18% | +$1.26M | 0.69% | 25 |
|
|
2022
Q1 | $11.4M | Buy |
31,842
+3,276
| +11% | +$1.18M | 1.25% | 14 |
|
|
2021
Q4 | $10.1M | Sell |
28,566
-477
| -2% | -$168K | 1.07% | 17 |
|
|
2021
Q3 | $7.51M | Sell |
29,043
-567
| -2% | -$147K | 0.93% | 20 |
|
|
2021
Q2 | $6.71M | Sell |
29,610
-1,737
| -6% | -$394K | 0.86% | 22 |
|
|
2021
Q1 | $6.98M | Sell |
31,347
-4,212
| -12% | -$938K | 1.02% | 17 |
|
|
2020
Q4 | $8.36M | Buy |
35,559
+6,714
| +23% | +$1.58M | 1.33% | 13 |
|
|
2020
Q3 | $4.13M | Buy |
28,845
+7,500
| +35% | +$1.07M | 1.01% | 19 |
|
|
2020
Q2 | $1.54M | Buy |
21,345
+5,460
| +34% | +$393K | 0.51% | 41 |
|
|
2020
Q1 | $554K | Buy |
+15,885
| New | +$554K | 0.25% | 84 |
|
|
2019
Q3 | – | Sell |
-4,725
| Closed | -$704 | – | 466 |
|
|
2019
Q2 | $704 | Buy |
+4,725
| New | +$704 | 0.03% | 323 |
|
|
2019
Q1 | – | Sell |
-9,300
| Closed | -$206K | – | 212 |
|
|
2018
Q4 | $206K | Buy |
+9,300
| New | +$206K | 0.12% | 149 |
|
|
2018
Q2 | – | Sell |
-14,310
| Closed | -$254K | – | 200 |
|
|
2018
Q1 | $254K | Sell |
14,310
-2,100
| -13% | -$37.3K | 0.13% | 149 |
|
|
2017
Q4 | $368K | Hold |
16,410
| – | – | 0.23% | 106 |
|
|
2017
Q3 | $373K | Buy |
16,410
+1,545
| +10% | +$35.1K | 0.24% | 101 |
|
|
2017
Q2 | $358K | Buy |
+14,865
| New | +$358K | 0.23% | 100 |
|