RKL 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 | $3.42M | Buy |
10,771
+22
| +0.2% | +$6.99K | 0.3% | 49 |
|
|
2025
Q1 | $2.79M | Buy |
10,749
+806
| +8% | +$209K | 0.26% | 55 |
|
|
2024
Q4 | $4.02M | Buy |
9,943
+180
| +2% | +$72.7K | 0.36% | 43 |
|
|
2024
Q3 | $2.55M | Buy |
9,763
+852
| +10% | +$223K | 0.23% | 54 |
|
|
2024
Q2 | $1.76M | Buy |
8,911
+626
| +8% | +$124K | 0.17% | 62 |
|
|
2024
Q1 | $1.46M | Buy |
8,285
+1,291
| +18% | +$227K | 0.14% | 68 |
|
|
2023
Q4 | $1.74M | Buy |
6,994
+5,820
| +496% | +$1.45M | 0.19% | 63 |
|
|
2023
Q3 | $294K | Sell |
1,174
-26
| -2% | -$6.51K | 0.04% | 111 |
|
|
2023
Q2 | $314K | Sell |
1,200
-8
| -0.7% | -$2.09K | 0.04% | 112 |
|
|
2023
Q1 | $251K | Buy |
+1,208
| New | +$251K | 0.03% | 119 |
|
|
2022
Q4 | – | Sell |
-1,341
| Closed | -$356K | – | 133 |
|
|
2022
Q3 | $356K | Sell |
1,341
-3
| -0.2% | -$796 | 0.05% | 106 |
|
|
2022
Q2 | $302K | Sell |
1,344
-252
| -16% | -$56.6K | 0.04% | 115 |
|
|
2022
Q1 | $573K | Buy |
1,596
+450
| +39% | +$162K | 0.07% | 92 |
|
|
2021
Q4 | $404K | Buy |
1,146
+30
| +3% | +$10.6K | 0.05% | 97 |
|
|
2021
Q3 | $288K | Buy |
+1,116
| New | +$288K | 0.04% | 109 |
|