Venturi 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 | $5.5M | Buy |
17,306
+4,105
| +31% | +$1.3M | 0.27% | 64 |
|
|
2025
Q1 | $3.42M | Sell |
13,201
-27
| -0.2% | -$7K | 0.18% | 72 |
|
|
2024
Q4 | $5.34M | Sell |
13,228
-2,902
| -18% | -$1.17M | 0.26% | 62 |
|
|
2024
Q3 | $4.22M | Buy |
16,130
+2,764
| +21% | +$723K | 0.22% | 66 |
|
|
2024
Q2 | $2.64M | Sell |
13,366
-1,127
| -8% | -$223K | 0.16% | 81 |
|
|
2024
Q1 | $2.55M | Buy |
14,493
+5,828
| +67% | +$1.02M | 0.16% | 80 |
|
|
2023
Q4 | $2.15M | Buy |
8,665
+2,851
| +49% | +$708K | 0.15% | 88 |
|
|
2023
Q3 | $1.45M | Buy |
+5,814
| New | +$1.45M | 0.11% | 108 |
|
|
2023
Q2 | – | Sell |
-4,943
| Closed | -$1.03M | – | 1278 |
|
|
2023
Q1 | $1.03M | Buy |
4,943
+1,753
| +55% | +$364K | 0.08% | 155 |
|
|
2022
Q4 | $393K | Sell |
3,190
-1,137
| -26% | -$140K | 0.03% | 252 |
|
|
2022
Q3 | $1.15M | Buy |
4,327
+1,660
| +62% | +$440K | 0.11% | 113 |
|
|
2022
Q2 | $599K | Sell |
2,667
-84
| -3% | -$18.9K | 0.05% | 205 |
|
|
2022
Q1 | $988K | Buy |
2,751
+1,119
| +69% | +$402K | 0.08% | 162 |
|
|
2021
Q4 | $575K | Sell |
1,632
-87
| -5% | -$30.7K | 0.04% | 235 |
|
|
2021
Q3 | $444K | Buy |
1,719
+105
| +7% | +$27.1K | 0.04% | 246 |
|
|
2021
Q2 | $366K | Buy |
+1,614
| New | +$366K | 0.03% | 254 |
|