Transform Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.57M | Sell |
6,058
-151
| -2% | -$39.1K | 0.1% | 125 |
|
|
2024
Q4 | $2.51M | Buy |
6,209
+666
| +12% | +$269K | 0.14% | 110 |
|
|
2024
Q3 | $1.45M | Buy |
5,543
+843
| +18% | +$221K | 0.1% | 111 |
|
|
2024
Q2 | $930K | Buy |
4,700
+8
| +0.2% | +$1.58K | 0.07% | 126 |
|
|
2024
Q1 | $825K | Buy |
4,692
+9
| +0.2% | +$1.58K | 0.08% | 129 |
|
|
2023
Q4 | $1.16M | Buy |
4,683
+657
| +16% | +$163K | 0.11% | 129 |
|
|
2023
Q3 | $1.01M | Sell |
4,026
-11
| -0.3% | -$2.75K | 0.11% | 130 |
|
|
2023
Q2 | $1.06M | Buy |
4,037
+176
| +5% | +$46.1K | 0.1% | 131 |
|
|
2023
Q1 | $801K | Buy |
3,861
+851
| +28% | +$177K | 0.08% | 140 |
|
|
2022
Q4 | $371K | Buy |
3,010
+284
| +10% | +$35K | 0.04% | 169 |
|
|
2022
Q3 | $723K | Sell |
2,726
-16
| -0.6% | -$4.24K | 0.09% | 105 |
|
|
2022
Q2 | $616K | Sell |
2,742
-366
| -12% | -$82.2K | 0.09% | 111 |
|
|
2022
Q1 | $1.12M | Sell |
3,108
-30
| -1% | -$10.8K | 0.13% | 106 |
|
|
2021
Q4 | $1.11M | Buy |
3,138
+48
| +2% | +$16.9K | 0.12% | 107 |
|
|
2021
Q3 | $799K | Hold |
3,090
| – | – | 0.09% | 128 |
|
|
2021
Q2 | $700K | Buy |
3,090
+1,536
| +99% | +$348K | 0.09% | 149 |
|
|
2021
Q1 | $346K | Sell |
1,554
-387
| -20% | -$86.2K | 0.07% | 179 |
|
|
2020
Q4 | $457K | Sell |
1,941
-660
| -25% | -$155K | 0.1% | 154 |
|
|
2020
Q3 | $372K | Sell |
2,601
-579
| -18% | -$82.8K | 0.06% | 163 |
|
|
2020
Q2 | $229K | Buy |
+3,180
| New | +$229K | 0.04% | 203 |
|