Meritas 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 | $419K | Sell |
1,320
-2
| -0.2% | -$635 | 0.23% | 37 |
|
|
2025
Q1 | $343K | Buy |
1,322
+2
| +0.2% | +$518 | 0.2% | 39 |
|
|
2024
Q4 | $533K | Sell |
1,320
-375
| -22% | -$151K | 0.32% | 31 |
|
|
2024
Q3 | $443K | Hold |
1,695
| – | – | 0.27% | 33 |
|
|
2024
Q2 | $335K | Hold |
1,695
| – | – | 0.24% | 34 |
|
|
2024
Q1 | $298K | Buy |
1,695
+570
| +51% | +$100K | 0.21% | 37 |
|
|
2023
Q4 | $280K | Hold |
1,125
| – | – | 0.21% | 38 |
|
|
2023
Q3 | $281K | Sell |
1,125
-3
| -0.3% | -$751 | 0.22% | 32 |
|
|
2023
Q2 | $295K | Hold |
1,128
| – | – | 0.22% | 33 |
|
|
2023
Q1 | $234K | Buy |
+1,128
| New | +$234K | 0.18% | 37 |
|