TLW 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 | $5.04M | Buy |
15,864
+584
| +4% | +$186K | 2.81% | 14 |
|
|
2025
Q1 | $3.96M | Buy |
15,280
+3,045
| +25% | +$789K | 2.38% | 14 |
|
|
2024
Q4 | $4.94M | Buy |
12,235
+7,244
| +145% | +$2.93M | 2.94% | 13 |
|
|
2024
Q3 | $1.31M | Buy |
4,991
+105
| +2% | +$27.5K | 0.78% | 15 |
|
|
2024
Q2 | $967K | Buy |
4,886
+30
| +0.6% | +$5.94K | 0.6% | 15 |
|
|
2024
Q1 | $854K | Buy |
4,856
+1,420
| +41% | +$250K | 0.54% | 15 |
|
|
2023
Q4 | $854K | Hold |
3,436
| – | – | 0.61% | 15 |
|
|
2023
Q3 | $860K | Buy |
3,436
+29
| +0.9% | +$7.26K | 0.65% | 16 |
|
|
2023
Q2 | $892K | Sell |
3,407
-70
| -2% | -$18.3K | 0.64% | 17 |
|
|
2023
Q1 | $721K | Buy |
3,477
+151
| +5% | +$31.3K | 0.54% | 17 |
|
|
2022
Q4 | $410K | Sell |
3,326
-5,424
| -62% | -$668K | 0.33% | 17 |
|
|
2022
Q3 | $2.32M | Sell |
8,750
-1,180
| -12% | -$313K | 2.02% | 15 |
|
|
2022
Q2 | $2.23M | Buy |
+9,930
| New | +$2.23M | 1.74% | 18 |
|