Strategic Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
+6,401
| New | +$2.03M | 0.16% | 103 |
|
|
2024
Q4 | $2.58M | Buy |
7,245
+1,272
| +21% | +$453K | 0.21% | 94 |
|
|
2024
Q3 | $1.56M | Sell |
5,973
-50
| -0.8% | -$13.1K | 0.15% | 113 |
|
|
2024
Q2 | $1.19M | Sell |
6,023
-204
| -3% | -$40.4K | 0.12% | 121 |
|
|
2024
Q1 | $1.09M | Buy |
6,227
+1,575
| +34% | +$277K | 0.12% | 125 |
|
|
2023
Q4 | $1.16M | Sell |
4,652
-497
| -10% | -$124K | 0.14% | 121 |
|
|
2023
Q3 | $1.29M | Sell |
5,149
-48
| -0.9% | -$12K | 0.17% | 138 |
|
|
2023
Q2 | $1.36M | Sell |
5,197
-336
| -6% | -$88K | 0.18% | 135 |
|
|
2023
Q1 | $1.15M | Buy |
5,533
+62
| +1% | +$12.9K | 0.18% | 125 |
|
|
2022
Q4 | $674K | Buy |
5,471
+278
| +5% | +$34.2K | 0.13% | 150 |
|
|
2022
Q3 | $1.38M | Buy |
5,193
+738
| +17% | +$196K | 0.29% | 108 |
|
|
2022
Q2 | $1M | Sell |
4,455
-75
| -2% | -$16.8K | 0.22% | 120 |
|
|
2022
Q1 | $1.63M | Buy |
4,530
+75
| +2% | +$26.9K | 0.32% | 102 |
|
|
2021
Q4 | $1.57M | Buy |
4,455
+138
| +3% | +$48.6K | 0.3% | 109 |
|
|
2021
Q3 | $1.12M | Buy |
4,317
+432
| +11% | +$112K | 0.33% | 89 |
|
|
2021
Q2 | $880K | Buy |
3,885
+18
| +0.5% | +$4.08K | 0.29% | 92 |
|
|
2021
Q1 | $861K | Sell |
3,867
-33
| -0.8% | -$7.35K | 0.34% | 75 |
|
|
2020
Q4 | $917K | Hold |
3,900
| – | – | 0.38% | 68 |
|
|
2020
Q3 | $558K | Sell |
3,900
-120
| -3% | -$17.2K | 0.28% | 83 |
|
|
2020
Q2 | $289K | Buy |
+4,020
| New | +$289K | 0.15% | 114 |
|
|
2019
Q4 | – | Sell |
-5,505
| Closed | -$14.5K | – | 475 |
|
|
2019
Q3 | $14.5K | Sell |
5,505
-15
| -0.3% | -$40 | 0.07% | 125 |
|
|
2019
Q2 | $81K | Sell |
5,520
-7,125
| -56% | -$105K | 0.04% | 195 |
|
|
2019
Q1 | $242K | Buy |
12,645
+2,565
| +25% | +$49.1K | 0.11% | 129 |
|
|
2018
Q4 | $234K | Hold |
10,080
| – | – | 0.12% | 118 |
|
|
2018
Q3 | $178K | Sell |
10,080
-1,500
| -13% | -$26.5K | 0.09% | 139 |
|
|
2018
Q2 | $265K | Sell |
11,580
-150
| -1% | -$3.43K | 0.15% | 117 |
|
|
2018
Q1 | $208K | Sell |
11,730
-2,250
| -16% | -$39.9K | 0.11% | 149 |
|
|
2017
Q4 | $283K | Buy |
+13,980
| New | +$283K | 0.16% | 131 |
|