Old North State Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
1,745
+183
+12% +$58.1K 0.29% 68
2025
Q1
$405K Buy
1,562
+118
+8% +$30.6K 0.23% 77
2024
Q4
$583K Buy
1,444
+100
+7% +$40.4K 0.33% 56
2024
Q3
$352K Sell
1,344
-140
-9% -$36.6K 0.2% 74
2024
Q2
$294K Buy
1,484
+82
+6% +$16.2K 0.19% 73
2024
Q1
$246K Sell
1,402
-203
-13% -$35.7K 0.16% 79
2023
Q4
$399K Sell
1,605
-89
-5% -$22.1K 0.29% 56
2023
Q3
$424K Buy
1,694
+170
+11% +$42.5K 0.37% 53
2023
Q2
$399K Buy
1,524
+203
+15% +$53.1K 0.35% 53
2023
Q1
$274K Buy
+1,321
New +$274K 0.26% 58
2022
Q4
Sell
-1,304
Closed -$346K 64
2022
Q3
$346K Buy
1,304
+320
+33% +$84.9K 0.4% 48
2022
Q2
$221K Buy
984
+255
+35% +$57.2K 0.25% 54
2022
Q1
$262K Buy
729
+33
+5% +$11.9K 0.26% 52
2021
Q4
$245K Buy
+696
New +$245K 0.25% 50