Signature Wealth Management Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
5,971
-134
| -2% | -$42.6K | 0.75% | 55 |
|
|
2025
Q1 | $1.58M | Buy |
6,105
+437
| +8% | +$113K | 0.62% | 59 |
|
|
2024
Q4 | $2.29M | Buy |
5,668
+16
| +0.3% | +$6.46K | 0.92% | 45 |
|
|
2024
Q3 | $1.48M | Sell |
5,652
-32
| -0.6% | -$8.37K | 0.59% | 61 |
|
|
2024
Q2 | $1.12M | Buy |
5,684
+132
| +2% | +$26.1K | 0.49% | 69 |
|
|
2024
Q1 | $816K | Sell |
5,552
-1,396
| -20% | -$205K | 0.37% | 74 |
|
|
2023
Q4 | $1.73M | Buy |
+6,948
| New | +$1.73M | 0.8% | 41 |
|
|
2023
Q2 | $2.69M | Sell |
10,267
-738
| -7% | -$193K | 1.25% | 36 |
|
|
2023
Q1 | $2.28M | Buy |
11,005
+3,657
| +50% | +$759K | 1.08% | 39 |
|
|
2022
Q4 | $905K | Sell |
7,348
-6,783
| -48% | -$836K | 0.44% | 67 |
|
|
2022
Q3 | $3.75M | Sell |
14,131
-473
| -3% | -$125K | 1.9% | 15 |
|
|
2022
Q2 | $3.28M | Buy |
14,604
+3,936
| +37% | +$883K | 1.59% | 31 |
|
|
2022
Q1 | $3.83M | Buy |
10,668
+3,117
| +41% | +$1.12M | 1.73% | 21 |
|
|
2021
Q4 | $2.66M | Sell |
7,551
-741
| -9% | -$261K | 1.34% | 37 |
|
|
2021
Q3 | $2.14M | Buy |
8,292
+945
| +13% | +$244K | 1.19% | 41 |
|
|
2021
Q2 | $1.67M | Buy |
7,347
+4,053
| +123% | +$919K | 0.93% | 46 |
|
|
2021
Q1 | $733K | Buy |
3,294
+60
| +2% | +$13.4K | 0.43% | 62 |
|
|
2020
Q4 | $761K | Sell |
3,234
-135
| -4% | -$31.8K | 0.48% | 62 |
|
|
2020
Q3 | $482K | Buy |
3,369
+384
| +13% | +$54.9K | 0.35% | 62 |
|
|
2020
Q2 | $215K | Buy |
+2,985
| New | +$215K | 0.16% | 68 |
|
|
2018
Q4 | – | Sell |
-510
| Closed | -$11K | – | 275 |
|
|
2018
Q3 | $11K | Buy |
510
+315
| +162% | +$6.79K | 0.01% | 181 |
|
|
2018
Q2 | $4K | Buy |
195
+150
| +333% | +$3.08K | ﹤0.01% | 273 |
|
|
2018
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 322 |
|
|
2017
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 364 |
|