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