N.E.W. Advisory Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
3,590
-351
| -9% | -$111K | 0.11% | 67 |
|
|
2025
Q1 | $1.02M | Buy |
3,941
+889
| +29% | +$230K | 0.08% | 83 |
|
|
2024
Q4 | $1.23M | Sell |
3,052
-836
| -22% | -$338K | 0.12% | 72 |
|
|
2024
Q3 | $1.02M | Sell |
3,888
-2,373
| -38% | -$621K | 0.1% | 74 |
|
|
2024
Q2 | $1.24M | Buy |
6,261
+332
| +6% | +$65.7K | 0.13% | 65 |
|
|
2024
Q1 | $1.04M | Buy |
5,929
+167
| +3% | +$29.4K | 0.12% | 71 |
|
|
2023
Q4 | $1.43M | Sell |
5,762
-167
| -3% | -$41.5K | 0.17% | 58 |
|
|
2023
Q3 | $1.48M | Buy |
5,929
+575
| +11% | +$144K | 0.21% | 55 |
|
|
2023
Q2 | $1.4M | Buy |
5,354
+1,823
| +52% | +$477K | 0.2% | 49 |
|
|
2023
Q1 | $733K | Buy |
3,531
+1,003
| +40% | +$208K | 0.11% | 69 |
|
|
2022
Q4 | $311K | Buy |
2,528
+671
| +36% | +$82.7K | 0.05% | 102 |
|
|
2022
Q3 | $493K | Hold |
1,857
| – | – | 0.09% | 75 |
|
|
2022
Q2 | $417K | Buy |
1,857
+381
| +26% | +$85.6K | 0.07% | 80 |
|
|
2022
Q1 | $330K | Sell |
1,476
-9
| -0.6% | -$2.01K | 0.06% | 99 |
|
|
2021
Q4 | $523K | Buy |
1,485
+39
| +3% | +$13.7K | 0.08% | 82 |
|
|
2021
Q3 | $374K | Sell |
1,446
-552
| -28% | -$143K | 0.06% | 98 |
|
|
2021
Q2 | $454K | Buy |
1,998
+522
| +35% | +$119K | 0.08% | 85 |
|
|
2021
Q1 | $327K | Buy |
1,476
+468
| +46% | +$104K | 0.06% | 101 |
|
|
2020
Q4 | $236K | Buy |
+1,008
| New | +$236K | 0.05% | 118 |
|