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