Sheets Smith 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 | $495K | Buy |
1,558
+18
| +1% | +$5.72K | 0.06% | 283 |
|
|
2025
Q1 | $399K | Sell |
1,540
-16
| -1% | -$4.15K | 0.05% | 276 |
|
|
2024
Q4 | $628K | Buy |
1,556
+1
| +0.1% | +$404 | 0.08% | 223 |
|
|
2024
Q3 | $407K | Hold |
1,555
| – | – | 0.05% | 278 |
|
|
2024
Q2 | $308K | Sell |
1,555
-4
| -0.3% | -$792 | 0.04% | 309 |
|
|
2024
Q1 | $274K | Sell |
1,559
-64
| -4% | -$11.3K | 0.03% | 328 |
|
|
2023
Q4 | $403K | Sell |
1,623
-1
| -0.1% | -$248 | 0.06% | 251 |
|
|
2023
Q3 | $406K | Hold |
1,624
| – | – | 0.06% | 228 |
|
|
2023
Q2 | $425K | Hold |
1,624
| – | – | 0.06% | 224 |
|
|
2023
Q1 | $337K | Buy |
+1,624
| New | +$337K | 0.05% | 249 |
|
|
2022
Q4 | – | Sell |
-1,596
| Closed | -$423K | – | 325 |
|
|
2022
Q3 | $423K | Hold |
1,596
| – | – | 0.07% | 197 |
|
|
2022
Q2 | $358K | Buy |
1,596
+3
| +0.2% | +$673 | 0.06% | 227 |
|
|
2022
Q1 | $572K | Sell |
1,593
-45
| -3% | -$16.2K | 0.08% | 198 |
|
|
2021
Q4 | $577K | Hold |
1,638
| – | – | 0.07% | 214 |
|
|
2021
Q3 | $423K | Hold |
1,638
| – | – | 0.06% | 243 |
|
|
2021
Q2 | $371K | Sell |
1,638
-159
| -9% | -$36K | 0.05% | 267 |
|
|
2021
Q1 | $400K | Sell |
1,797
-36
| -2% | -$8.01K | 0.06% | 238 |
|
|
2020
Q4 | $431K | Buy |
1,833
+78
| +4% | +$18.3K | 0.07% | 219 |
|
|
2020
Q3 | $251K | Buy |
+1,755
| New | +$251K | 0.04% | 257 |
|