One Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
7,048
-107
| -1% | -$34K | 0.31% | 62 |
|
|
2025
Q1 | $1.85M | Sell |
7,155
-621
| -8% | -$161K | 0.28% | 65 |
|
|
2024
Q4 | $3.14M | Hold |
7,776
| – | – | 0.47% | 42 |
|
|
2024
Q3 | $2.03M | Hold |
7,776
| – | – | 0.31% | 51 |
|
|
2024
Q2 | $1.56M | Sell |
7,776
-346
| -4% | -$69.2K | 0.33% | 45 |
|
|
2024
Q1 | $1.43M | Sell |
8,122
-5
| -0.1% | -$879 | 0.25% | 65 |
|
|
2023
Q4 | $2.02M | Sell |
8,127
-10
| -0.1% | -$2.49K | 0.39% | 44 |
|
|
2023
Q3 | $2.04M | Sell |
8,137
-38
| -0.5% | -$9.51K | 0.45% | 43 |
|
|
2023
Q2 | $2.14M | Hold |
8,175
| – | – | 0.45% | 41 |
|
|
2023
Q1 | $1.7M | Sell |
8,175
-195
| -2% | -$40.5K | 0.39% | 41 |
|
|
2022
Q4 | $1.03M | Sell |
8,370
-3,047
| -27% | -$375K | 0.24% | 63 |
|
|
2022
Q3 | $3.03M | Buy |
11,417
+3,902
| +52% | +$1.03M | 0.99% | 20 |
|
|
2022
Q2 | $1.69M | Buy |
7,515
+1,617
| +27% | +$363K | 0.45% | 46 |
|
|
2022
Q1 | $2.12M | Buy |
5,898
+810
| +16% | +$291K | 0.52% | 38 |
|
|
2021
Q4 | $1.79M | Buy |
5,088
+96
| +2% | +$33.8K | 0.45% | 41 |
|
|
2021
Q3 | $1.29M | Buy |
4,992
+18
| +0.4% | +$4.65K | 0.38% | 40 |
|
|
2021
Q2 | $1.13M | Buy |
4,974
+120
| +2% | +$27.2K | 0.36% | 42 |
|
|
2021
Q1 | $1.08M | Buy |
4,854
+114
| +2% | +$25.4K | 0.41% | 30 |
|
|
2020
Q4 | $1.12M | Hold |
4,740
| – | – | 0.61% | 13 |
|
|
2020
Q3 | $678K | Hold |
4,740
| – | – | 0.47% | 13 |
|
|
2020
Q2 | $341K | Buy |
+4,740
| New | +$341K | 0.27% | 45 |
|
|
2019
Q2 | – | Sell |
-240
| Closed | -$4K | – | 460 |
|
|
2019
Q1 | $4K | Buy |
+240
| New | +$4K | ﹤0.01% | 405 |
|
|
2018
Q4 | – | Sell |
-240
| Closed | -$4K | – | 441 |
|
|
2018
Q3 | $4K | Hold |
240
| – | – | ﹤0.01% | 443 |
|
|
2018
Q2 | $5K | Hold |
240
| – | – | ﹤0.01% | 403 |
|
|
2018
Q1 | $4K | Buy |
240
+195
| +433% | +$3.25K | ﹤0.01% | 412 |
|
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 550 |
|