Schwarz Dygos Wheeler Investment 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 | $387K | Buy |
1,217
+42
| +4% | +$13.3K | 0.09% | 118 |
|
|
2025
Q1 | $305K | Buy |
1,175
+528
| +82% | +$137K | 0.07% | 130 |
|
|
2024
Q4 | $261K | Buy |
+647
| New | +$261K | 0.06% | 138 |
|
|
2024
Q1 | – | Sell |
-1,070
| Closed | -$266K | – | 154 |
|
|
2023
Q4 | $266K | Sell |
1,070
-319
| -23% | -$79.3K | 0.08% | 126 |
|
|
2023
Q3 | $348K | Sell |
1,389
-144
| -9% | -$36K | 0.12% | 104 |
|
|
2023
Q2 | $401K | Sell |
1,533
-527
| -26% | -$138K | 0.13% | 96 |
|
|
2023
Q1 | $427K | Buy |
+2,060
| New | +$427K | 0.15% | 87 |
|
|
2022
Q4 | – | Sell |
-913
| Closed | -$242K | – | 135 |
|
|
2022
Q3 | $242K | Sell |
913
-17
| -2% | -$4.51K | 0.11% | 98 |
|
|
2022
Q2 | $209K | Buy |
930
+54
| +6% | +$12.1K | 0.08% | 117 |
|
|
2022
Q1 | $315K | Buy |
876
+3
| +0.3% | +$1.08K | 0.11% | 105 |
|
|
2021
Q4 | $308K | Sell |
873
-33
| -4% | -$11.6K | 0.1% | 105 |
|
|
2021
Q3 | $234K | Sell |
906
-129
| -12% | -$33.3K | 0.09% | 119 |
|
|
2021
Q2 | $234K | Buy |
1,035
+12
| +1% | +$2.71K | 0.09% | 118 |
|
|
2021
Q1 | $228K | Buy |
1,023
+123
| +14% | +$27.4K | 0.09% | 111 |
|
|
2020
Q4 | $212K | Hold |
900
| – | – | 0.1% | 104 |
|
|
2020
Q3 | $129K | Buy |
+900
| New | +$129K | 0.07% | 95 |
|