SW
SkyOak Wealth’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
7,273
-42
| -0.6% | -$13.3K | 0.46% | 57 |
|
|
2025
Q1 | $1.9M | Buy |
7,315
+718
| +11% | +$186K | 0.42% | 58 |
|
|
2024
Q4 | $2.66M | Sell |
6,597
-3,515
| -35% | -$1.42M | 0.57% | 50 |
|
|
2024
Q3 | $2.65M | Buy |
10,112
+8
| +0.1% | +$2.09K | 0.59% | 48 |
|
|
2024
Q2 | $2M | Sell |
10,104
-25
| -0.2% | -$4.95K | 0.47% | 55 |
|
|
2024
Q1 | $1.78M | Sell |
10,129
-54
| -0.5% | -$9.49K | 0.43% | 58 |
|
|
2023
Q4 | $2.53M | Sell |
10,183
-41
| -0.4% | -$10.2K | 0.66% | 37 |
|
|
2023
Q3 | $2.56M | Sell |
10,224
-684
| -6% | -$171K | 0.75% | 36 |
|
|
2023
Q2 | $2.86M | Sell |
10,908
-48
| -0.4% | -$12.6K | 0.81% | 34 |
|
|
2023
Q1 | $2.27M | Buy |
10,956
+376
| +4% | +$78K | 0.69% | 38 |
|
|
2022
Q4 | $1.3M | Buy |
10,580
+106
| +1% | +$13.1K | 0.44% | 58 |
|
|
2022
Q3 | $2.78M | Buy |
10,474
+6,982
| +200% | +$1.85M | 1% | 29 |
|
|
2022
Q2 | $2.35M | Buy |
3,492
+186
| +6% | +$125K | 0.8% | 35 |
|
|
2022
Q1 | $3.56M | Buy |
3,306
+474
| +17% | +$511K | 0.99% | 33 |
|
|
2021
Q4 | $2.99M | Sell |
2,832
-946
| -25% | -$1,000K | 0.76% | 39 |
|
|
2021
Q3 | $2.93M | Buy |
3,778
+33
| +0.9% | +$25.6K | 0.79% | 33 |
|
|
2021
Q2 | $2.55M | Sell |
3,745
-4
| -0.1% | -$2.72K | 0.68% | 41 |
|
|
2021
Q1 | $2.6M | Sell |
3,749
-17
| -0.5% | -$11.8K | 0.72% | 38 |
|
|
2020
Q4 | $2.66M | Sell |
3,766
-8
| -0.2% | -$5.65K | 0.83% | 35 |
|
|
2020
Q3 | $1.62M | Buy |
3,774
+3,023
| +403% | +$1.3M | 0.58% | 56 |
|
|
2020
Q2 | $811K | Buy |
+751
| New | +$811K | 0.3% | 81 |
|
|
2020
Q1 | – | Sell |
-507
| Closed | -$212K | – | 289 |
|
|
2019
Q4 | $212K | Buy |
+507
| New | +$212K | 0.07% | 278 |
|