Spire 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
$6.9M Sell
21,733
-9,819
-31% -$3.12M 0.25% 83
2025
Q1
$8.18M Buy
31,552
+1,082
+4% +$280K 0.26% 81
2024
Q4
$12.3M Buy
30,470
+4,329
+17% +$1.75M 0.38% 53
2024
Q3
$6.84M Sell
26,141
-8,646
-25% -$2.26M 0.23% 92
2024
Q2
$6.88M Sell
34,787
-10,394
-23% -$2.06M 0.24% 88
2024
Q1
$7.94M Sell
45,181
-9,141
-17% -$1.61M 0.14% 108
2023
Q4
$11.5M Buy
54,322
+701
+1% +$149K 0.38% 54
2023
Q3
$13.4M Sell
53,621
-8,584
-14% -$2.15M 0.51% 46
2023
Q2
$16.3M Sell
62,205
-6,721
-10% -$1.76M 0.6% 29
2023
Q1
$14.3M Buy
68,926
+38,191
+124% +$7.92M 0.56% 33
2022
Q4
$3.79M Sell
30,735
-170
-0.6% -$20.9K 0.21% 105
2022
Q3
$8.2M Sell
30,905
-11,233
-27% -$2.98M 0.5% 44
2022
Q2
$9.46M Sell
42,138
-15,348
-27% -$3.45M 0.39% 62
2022
Q1
$20.7M Sell
57,486
-3,870
-6% -$1.39M 0.55% 36
2021
Q4
$21.5M Buy
61,356
+6,120
+11% +$2.15M 0.48% 44
2021
Q3
$14.4M Sell
55,236
-1,962
-3% -$510K 0.38% 67
2021
Q2
$12.9M Sell
57,198
-4,173
-7% -$939K 0.35% 76
2021
Q1
$13.4M Buy
+61,371
New +$13.4M 0.36% 71