Motive 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 | $1.49M | Buy |
4,675
+402
| +9% | +$128K | 0.68% | 25 |
|
2025
Q1 | $1.11M | Sell |
4,273
-184
| -4% | -$47.7K | 0.59% | 26 |
|
2024
Q4 | $1.8M | Buy |
4,457
+267
| +6% | +$108K | 0.97% | 23 |
|
2024
Q3 | $829K | Hold |
4,190
| – | – | 0.5% | 28 |
|
2024
Q2 | $829K | Buy |
4,190
+347
| +9% | +$68.7K | 0.5% | 28 |
|
2024
Q1 | $676K | Buy |
3,843
+2,441
| +174% | +$429K | 0.41% | 34 |
|
2023
Q4 | $348K | Sell |
1,402
-118
| -8% | -$29.3K | 0.4% | 32 |
|
2023
Q3 | $380K | Buy |
1,520
+164
| +12% | +$41K | 0.42% | 31 |
|
2023
Q2 | $355K | Sell |
1,356
-127
| -9% | -$33.2K | 0.37% | 35 |
|
2023
Q1 | $308K | Buy |
+1,483
| New | +$308K | 0.34% | 39 |
|
2022
Q4 | – | Sell |
-1,977
| Closed | -$524K | – | 64 |
|
2022
Q3 | $524K | Buy |
+1,977
| New | +$524K | 0.42% | 32 |
|
2022
Q2 | – | Sell |
-1,899
| Closed | -$682K | – | 83 |
|
2022
Q1 | $682K | Buy |
+1,899
| New | +$682K | 0.47% | 44 |
|