San Luis 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 | $7.39M | Buy |
23,273
+10,949
| +89% | +$3.48M | 1.59% | 19 |
|
|
2025
Q1 | $3.19M | Buy |
12,324
+526
| +4% | +$136K | 0.72% | 36 |
|
|
2024
Q4 | $4.76M | Buy |
11,798
+12
| +0.1% | +$4.85K | 0.9% | 30 |
|
|
2024
Q3 | $3.08M | Buy |
11,786
+202
| +2% | +$52.9K | 0.64% | 39 |
|
|
2024
Q2 | $2.29M | Sell |
11,584
-404
| -3% | -$79.9K | 0.55% | 41 |
|
|
2024
Q1 | $2.11M | Sell |
11,988
-11,050
| -48% | -$1.94M | 1.11% | 19 |
|
|
2023
Q4 | $5.72M | Buy |
23,038
+1,845
| +9% | +$458K | 2.42% | 11 |
|
|
2023
Q3 | $5.3M | Sell |
21,193
-3,001
| -12% | -$751K | 2.55% | 10 |
|
|
2023
Q2 | $6.33M | Sell |
24,194
-411
| -2% | -$108K | 2.23% | 8 |
|
|
2023
Q1 | $5.1M | Buy |
24,605
+1,151
| +5% | +$239K | 1.96% | 10 |
|
|
2022
Q4 | $2.89M | Buy |
23,454
+5,288
| +29% | +$651K | 2.69% | 10 |
|
|
2022
Q3 | $4.82M | Buy |
18,166
+2,242
| +14% | +$595K | 5.05% | 3 |
|
|
2022
Q2 | $3.58M | Buy |
15,924
+390
| +3% | +$87.6K | 4.11% | 5 |
|
|
2022
Q1 | $5.47M | Sell |
15,534
-3
| -0% | -$1.06K | 2.68% | 7 |
|
|
2021
Q4 | $5.47M | Buy |
15,537
+939
| +6% | +$331K | 5.57% | 3 |
|
|
2021
Q3 | $3.77M | Buy |
+14,598
| New | +$3.77M | 2.1% | 9 |
|
|
2020
Q4 | $2.46M | Buy |
+10,458
| New | +$2.46M | 1.59% | 14 |
|