River 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 | $434K | Buy |
1,365
+583
| +75% | +$185K | 0.05% | 162 |
|
|
2025
Q1 | $203K | Buy |
782
+10
| +1% | +$2.59K | 0.03% | 197 |
|
|
2024
Q4 | $312K | Sell |
772
-525
| -40% | -$212K | 0.04% | 177 |
|
|
2024
Q3 | $339K | Sell |
1,297
-597
| -32% | -$156K | 0.05% | 169 |
|
|
2024
Q2 | $375K | Buy |
1,894
+642
| +51% | +$127K | 0.05% | 156 |
|
|
2024
Q1 | $220K | Buy |
1,252
+112
| +10% | +$19.7K | 0.03% | 193 |
|
|
2023
Q4 | $283K | Sell |
1,140
-39
| -3% | -$9.69K | 0.05% | 176 |
|
|
2023
Q3 | $295K | Sell |
1,179
-32
| -3% | -$8.01K | 0.05% | 174 |
|
|
2023
Q2 | $317K | Sell |
1,211
-383
| -24% | -$100K | 0.05% | 177 |
|
|
2023
Q1 | $331K | Sell |
1,594
-1,715
| -52% | -$356K | 0.06% | 171 |
|
|
2022
Q4 | $408K | Sell |
3,309
-375
| -10% | -$46.2K | 0.08% | 162 |
|
|
2022
Q3 | $977K | Buy |
3,684
+2,313
| +169% | +$613K | 0.21% | 107 |
|
|
2022
Q2 | $308K | Buy |
1,371
+402
| +41% | +$90.3K | 0.06% | 177 |
|
|
2022
Q1 | $348K | Hold |
969
| – | – | 0.06% | 176 |
|
|
2021
Q4 | $341K | Buy |
969
+12
| +1% | +$4.22K | 0.05% | 184 |
|
|
2021
Q3 | $247K | Buy |
+957
| New | +$247K | 0.04% | 196 |
|
|
2018
Q3 | – | Sell |
-2,325
| Closed | -$53K | – | 611 |
|
|
2018
Q2 | $53K | Buy |
+2,325
| New | +$53K | 0.02% | 271 |
|