NewEdge 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 | $17.4M | Buy |
54,065
+2,302
| +4% | +$742K | 0.27% | 87 |
|
|
2025
Q1 | $13.4M | Buy |
51,763
+5,363
| +12% | +$1.39M | 0.24% | 90 |
|
|
2024
Q4 | $18.7M | Buy |
46,400
+1,082
| +2% | +$437K | 0.32% | 81 |
|
|
2024
Q3 | $11.9M | Buy |
45,318
+13,300
| +42% | +$3.48M | 0.21% | 101 |
|
|
2024
Q2 | $6.34M | Sell |
32,018
-1,786
| -5% | -$353K | 0.14% | 135 |
|
|
2024
Q1 | $6.09M | Sell |
33,804
-6,106
| -15% | -$1.1M | 0.14% | 137 |
|
|
2023
Q4 | $9.92M | Buy |
39,910
+144
| +0.4% | +$35.8K | 0.25% | 101 |
|
|
2023
Q3 | $9.95M | Sell |
39,766
-275
| -0.7% | -$68.8K | 0.32% | 91 |
|
|
2023
Q2 | $10.5M | Buy |
40,041
+832
| +2% | +$218K | 0.35% | 84 |
|
|
2023
Q1 | $8.13M | Buy |
39,209
+32,678
| +500% | +$6.78M | 0.31% | 89 |
|
|
2022
Q4 | $804K | Sell |
6,531
-806
| -11% | -$99.3K | 0.03% | 313 |
|
|
2022
Q3 | $1.95M | Sell |
7,337
-1,627
| -18% | -$432K | 0.09% | 191 |
|
|
2022
Q2 | $2.01M | Sell |
8,964
-402
| -4% | -$90.2K | 0.09% | 188 |
|
|
2022
Q1 | $3.36M | Buy |
9,366
+3,708
| +66% | +$1.33M | 0.15% | 129 |
|
|
2021
Q4 | $1.99M | Buy |
5,658
+2,562
| +83% | +$902K | 0.08% | 170 |
|
|
2021
Q3 | $800K | Buy |
3,096
+12
| +0.4% | +$3.1K | 0.05% | 195 |
|
|
2021
Q2 | $699K | Sell |
3,084
-1,206
| -28% | -$273K | 0.05% | 195 |
|
|
2021
Q1 | $955K | Buy |
+4,290
| New | +$955K | 0.09% | 165 |
|