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 |
|