Naviter Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.42M | Buy |
29,663
+54
| +0.2% | +$17.2K | 1.16% | 14 |
|
2025
Q1 | $7.8M | Buy |
29,609
+3,434
| +13% | +$905K | 0.95% | 20 |
|
2024
Q4 | $10.6M | Sell |
26,175
-1,838
| -7% | -$742K | 1.27% | 14 |
|
2024
Q3 | $7.33M | Buy |
28,013
+5,764
| +26% | +$1.51M | 1.02% | 19 |
|
2024
Q2 | $4.4M | Buy |
22,249
+3,578
| +19% | +$708K | 0.66% | 32 |
|
2024
Q1 | $3.28M | Buy |
18,671
+5,840
| +46% | +$1.03M | 0.54% | 43 |
|
2023
Q4 | $3.19M | Buy |
12,831
+1,669
| +15% | +$415K | 0.64% | 36 |
|
2023
Q3 | $2.79M | Sell |
11,162
-386
| -3% | -$96.6K | 0.67% | 32 |
|
2023
Q2 | $3.02M | Buy |
11,548
+708
| +7% | +$185K | 0.77% | 27 |
|
2023
Q1 | $2.25M | Sell |
10,840
-5,068
| -32% | -$1.05M | 0.79% | 24 |
|
2022
Q4 | $2.29M | Buy |
15,908
+6,076
| +62% | +$874K | 0.63% | 33 |
|
2022
Q3 | $2.61M | Sell |
9,832
-4,274
| -30% | -$1.13M | 1.06% | 16 |
|
2022
Q2 | $3.17M | Buy |
14,106
+7,236
| +105% | +$1.62M | 1.3% | 13 |
|
2022
Q1 | $2.47M | Sell |
6,870
-300
| -4% | -$108K | 0.82% | 40 |
|
2021
Q4 | $2.53M | Buy |
+7,170
| New | +$2.53M | 0.76% | 40 |
|