Selective 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 | $378K | Sell |
1,276
-125
| -9% | -$37K | 0.14% | 66 |
|
2025
Q1 | $353K | Buy |
1,401
+582
| +71% | +$147K | 0.15% | 63 |
|
2024
Q4 | $325K | Sell |
819
-233
| -22% | -$92.4K | 0.13% | 72 |
|
2024
Q3 | $257K | Sell |
1,052
-5
| -0.5% | -$1.22K | 0.11% | 92 |
|
2024
Q2 | $277K | Buy |
+1,057
| New | +$277K | 0.12% | 86 |
|
2024
Q1 | – | Sell |
-1,135
| Closed | -$270K | – | 105 |
|
2023
Q4 | $270K | Buy |
1,135
+1
| +0.1% | +$238 | 0.14% | 70 |
|
2023
Q3 | $296K | Sell |
1,134
-1,020
| -47% | -$266K | 0.16% | 61 |
|
2023
Q2 | $581K | Buy |
+2,154
| New | +$581K | 0.29% | 44 |
|
2022
Q4 | $299K | Buy |
2,239
+162
| +8% | +$21.6K | 0.16% | 85 |
|
2022
Q3 | $551K | Sell |
2,077
-896
| -30% | -$238K | 0.24% | 56 |
|
2022
Q2 | $667K | Buy |
2,973
+1,491
| +101% | +$335K | 0.24% | 61 |
|
2022
Q1 | $532K | Buy |
1,482
+264
| +22% | +$94.8K | 0.19% | 64 |
|
2021
Q4 | $429K | Buy |
1,218
+102
| +9% | +$35.9K | 0.18% | 67 |
|
2021
Q3 | $288K | Buy |
1,116
+111
| +11% | +$28.6K | 0.15% | 74 |
|
2021
Q2 | $228K | Buy |
+1,005
| New | +$228K | 0.18% | 64 |
|