Strategic Family Wealth Counselors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
2,734
+132
| +5% | +$41.9K | 0.25% | 67 |
|
|
2025
Q1 | $674K | Sell |
2,602
-245
| -9% | -$63.5K | 0.22% | 73 |
|
|
2024
Q4 | $1.15M | Buy |
2,847
+1,629
| +134% | +$658K | 0.37% | 56 |
|
|
2024
Q3 | $319K | Sell |
1,218
-91
| -7% | -$23.8K | 0.11% | 100 |
|
|
2024
Q2 | $259K | Sell |
1,309
-139
| -10% | -$27.5K | 0.1% | 108 |
|
|
2024
Q1 | $255K | Buy |
1,448
+3
| +0.2% | +$527 | 0.1% | 101 |
|
|
2023
Q4 | $359K | Sell |
1,445
-200
| -12% | -$49.7K | 0.15% | 74 |
|
|
2023
Q3 | $412K | Sell |
1,645
-246
| -13% | -$61.6K | 0.2% | 67 |
|
|
2023
Q2 | $495K | Buy |
1,891
+10
| +0.5% | +$2.62K | 0.23% | 56 |
|
|
2023
Q1 | $390K | Buy |
1,881
+323
| +21% | +$67K | 0.18% | 62 |
|
|
2022
Q4 | $192K | Sell |
1,558
-17
| -1% | -$2.09K | 0.1% | 101 |
|
|
2022
Q3 | $418K | Buy |
1,575
+36
| +2% | +$9.55K | 0.21% | 57 |
|
|
2022
Q2 | $345K | Buy |
1,539
+72
| +5% | +$16.1K | 0.17% | 62 |
|
|
2022
Q1 | $527K | Sell |
1,467
-555
| -27% | -$199K | 0.21% | 57 |
|
|
2021
Q4 | $712K | Buy |
2,022
+462
| +30% | +$163K | 0.23% | 49 |
|
|
2021
Q3 | $403K | Sell |
1,560
-102
| -6% | -$26.4K | 0.14% | 60 |
|
|
2021
Q2 | $377K | Hold |
1,662
| – | – | 0.12% | 58 |
|
|
2021
Q1 | $370K | Sell |
1,662
-93
| -5% | -$20.7K | 0.14% | 56 |
|
|
2020
Q4 | $413K | Buy |
1,755
+135
| +8% | +$31.8K | 0.21% | 56 |
|
|
2020
Q3 | $232K | Buy |
+1,620
| New | +$232K | 0.13% | 64 |
|