Smith Salley 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 | $1.74M | Buy |
5,474
+1,418
| +35% | +$450K | 0.1% | 122 |
|
|
2025
Q1 | $1.05M | Sell |
4,056
-160
| -4% | -$41.5K | 0.07% | 139 |
|
|
2024
Q4 | $1.7M | Buy |
4,216
+1,296
| +44% | +$523K | 0.11% | 115 |
|
|
2024
Q3 | $764K | Buy |
2,920
+47
| +2% | +$12.3K | 0.05% | 154 |
|
|
2024
Q2 | $569K | Sell |
2,873
-58
| -2% | -$11.5K | 0.04% | 160 |
|
|
2024
Q1 | $515K | Sell |
2,931
-258
| -8% | -$45.4K | 0.04% | 167 |
|
|
2023
Q4 | $792K | Sell |
3,189
-316
| -9% | -$78.5K | 0.05% | 155 |
|
|
2023
Q3 | $877K | Buy |
3,505
+1,580
| +82% | +$395K | 0.07% | 139 |
|
|
2023
Q2 | $504K | Buy |
1,925
+121
| +7% | +$31.7K | 0.04% | 169 |
|
|
2023
Q1 | $374K | Sell |
1,804
-846
| -32% | -$176K | 0.03% | 184 |
|
|
2022
Q4 | $326K | Buy |
2,650
+480
| +22% | +$59.1K | 0.03% | 187 |
|
|
2022
Q3 | $576K | Sell |
2,170
-269
| -11% | -$71.4K | 0.05% | 152 |
|
|
2022
Q2 | $547K | Sell |
2,439
-324
| -12% | -$72.7K | 0.05% | 159 |
|
|
2022
Q1 | $992K | Buy |
2,763
+2,175
| +370% | +$781K | 0.07% | 141 |
|
|
2021
Q4 | $207K | Buy |
+588
| New | +$207K | 0.01% | 239 |
|