TrueWealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,063
+85
| +2% | +$27K | 0.38% | 56 |
|
|
2025
Q1 | $1.03M | Buy |
3,978
+75
| +2% | +$19.4K | 0.34% | 58 |
|
|
2024
Q4 | $1.58M | Sell |
3,903
-1,023
| -21% | -$413K | 0.53% | 43 |
|
|
2024
Q3 | $1.29M | Buy |
4,926
+338
| +7% | +$88.4K | 0.43% | 50 |
|
|
2024
Q2 | $908K | Buy |
4,588
+686
| +18% | +$136K | 0.34% | 61 |
|
|
2024
Q1 | $686K | Buy |
3,902
+207
| +6% | +$36.4K | 0.26% | 70 |
|
|
2023
Q4 | $918K | Sell |
3,695
-137
| -4% | -$34K | 0.36% | 51 |
|
|
2023
Q3 | $959K | Buy |
3,832
+107
| +3% | +$26.8K | 0.4% | 47 |
|
|
2023
Q2 | $975K | Hold |
3,725
| – | – | 0.4% | 45 |
|
|
2023
Q1 | $773K | Hold |
3,725
| – | – | 0.32% | 63 |
|
|
2022
Q4 | $459K | Buy |
3,725
+50
| +1% | +$6.16K | 0.2% | 88 |
|
|
2022
Q3 | $975K | Hold |
3,675
| – | – | 0.46% | 44 |
|
|
2022
Q2 | $825K | Buy |
3,675
+375
| +11% | +$84.2K | 0.38% | 59 |
|
|
2022
Q1 | $1.16M | Hold |
3,300
| – | – | 0.52% | 43 |
|
|
2021
Q4 | $1.16M | Buy |
3,300
+300
| +10% | +$106K | 0.52% | 43 |
|
|
2021
Q3 | $775K | Hold |
3,000
| – | – | 0.44% | 54 |
|
|
2021
Q2 | $680K | Sell |
3,000
-150
| -5% | -$34K | 0.4% | 53 |
|
|
2021
Q1 | $755K | Hold |
3,150
| – | – | 0.49% | 46 |
|
|
2020
Q4 | $852K | Buy |
+3,150
| New | +$852K | 0.73% | 37 |
|