TruWealth 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 | $414K | Buy |
1,304
+87
| +7% | +$27.6K | 0.02% | 123 |
|
|
2025
Q1 | $315K | Buy |
1,217
+12
| +1% | +$3.11K | 0.02% | 125 |
|
|
2024
Q4 | $487K | Sell |
1,205
-28
| -2% | -$11.3K | 0.03% | 106 |
|
|
2024
Q3 | $323K | Buy |
1,233
+6
| +0.5% | +$1.57K | 0.02% | 122 |
|
|
2024
Q2 | $243K | Sell |
1,227
-23
| -2% | -$4.55K | 0.02% | 147 |
|
|
2024
Q1 | $220K | Buy |
1,250
+4
| +0.3% | +$703 | 0.02% | 155 |
|
|
2023
Q4 | $310K | Buy |
1,246
+84
| +7% | +$20.9K | 0.02% | 114 |
|
|
2023
Q3 | $291K | Sell |
1,162
-20
| -2% | -$5K | 0.03% | 116 |
|
|
2023
Q2 | $309K | Sell |
1,182
-8
| -0.7% | -$2.09K | 0.03% | 106 |
|
|
2023
Q1 | $247K | Buy |
+1,190
| New | +$247K | 0.02% | 134 |
|
|
2022
Q4 | – | Sell |
-1,056
| Closed | -$280K | – | 146 |
|
|
2022
Q3 | $280K | Buy |
1,056
+108
| +11% | +$28.6K | 0.03% | 112 |
|
|
2022
Q2 | $213K | Buy |
948
+306
| +48% | +$68.8K | 0.02% | 128 |
|
|
2022
Q1 | $231K | Sell |
642
-153
| -19% | -$55.1K | 0.02% | 112 |
|
|
2021
Q4 | $280K | Buy |
+795
| New | +$280K | 0.03% | 97 |
|