National Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.73M | Buy |
6,686
+216
| +3% | +$56K | 1.14% | 22 |
|
|
2024
Q4 | $2.61M | Buy |
6,470
+1,545
| +31% | +$624K | 1.74% | 15 |
|
|
2024
Q3 | $1.29M | Buy |
4,925
+2,371
| +93% | +$620K | 0.87% | 29 |
|
|
2024
Q2 | $505K | Sell |
2,554
-5,708
| -69% | -$1.13M | 0.39% | 63 |
|
|
2024
Q1 | $1.45M | Sell |
8,262
-918
| -10% | -$161K | 1.13% | 25 |
|
|
2023
Q4 | $2.28M | Buy |
9,180
+1,268
| +16% | +$315K | 2.21% | 9 |
|
|
2023
Q3 | $1.98M | Buy |
7,912
+84
| +1% | +$21K | 2.15% | 11 |
|
|
2023
Q2 | $1.95M | Buy |
7,828
+2,182
| +39% | +$545K | 2.03% | 11 |
|
|
2023
Q1 | $948K | Buy |
5,646
+1,783
| +46% | +$300K | 1.08% | 28 |
|
|
2022
Q4 | $476K | Buy |
3,863
+661
| +21% | +$81.4K | 0.57% | 49 |
|
|
2022
Q3 | $849K | Sell |
3,202
-827
| -21% | -$219K | 1.1% | 21 |
|
|
2022
Q2 | $904K | Buy |
4,029
+1,320
| +49% | +$296K | 1.14% | 21 |
|
|
2022
Q1 | $973K | Buy |
2,709
+18
| +0.7% | +$6.47K | 0.94% | 30 |
|
|
2021
Q4 | $948K | Buy |
+2,691
| New | +$948K | 0.89% | 31 |
|