Visionary Wealth 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 | $8.57M | Buy |
26,988
+3,480
| +15% | +$1.11M | 0.44% | 60 |
|
2025
Q1 | $6.09M | Buy |
23,508
+2,515
| +12% | +$652K | 0.37% | 78 |
|
2024
Q4 | $8.48M | Sell |
20,993
-1,238
| -6% | -$500K | 0.5% | 53 |
|
2024
Q3 | $5.82M | Sell |
22,231
-840
| -4% | -$220K | 0.35% | 81 |
|
2024
Q2 | $4.57M | Buy |
23,071
+733
| +3% | +$145K | 0.3% | 89 |
|
2024
Q1 | $3.93M | Buy |
22,338
+453
| +2% | +$79.6K | 0.27% | 102 |
|
2023
Q4 | $5.44M | Buy |
21,885
+11,093
| +103% | +$2.76M | 0.4% | 71 |
|
2023
Q3 | $2.7M | Buy |
10,792
+1,642
| +18% | +$411K | 0.22% | 118 |
|
2023
Q2 | $2.4M | Buy |
9,150
+401
| +5% | +$105K | 0.19% | 128 |
|
2023
Q1 | $1.81M | Buy |
8,749
+700
| +9% | +$145K | 0.15% | 137 |
|
2022
Q4 | $991K | Buy |
8,049
+1,929
| +32% | +$238K | 0.09% | 177 |
|
2022
Q3 | $1.62M | Sell |
6,120
-60
| -1% | -$15.9K | 0.17% | 124 |
|
2022
Q2 | $1.39M | Buy |
6,180
+576
| +10% | +$129K | 0.12% | 149 |
|
2022
Q1 | $2.01M | Buy |
5,604
+384
| +7% | +$138K | 0.16% | 122 |
|
2021
Q4 | $1.84M | Buy |
5,220
+912
| +21% | +$321K | 0.15% | 129 |
|
2021
Q3 | $1.11M | Buy |
4,308
+138
| +3% | +$35.7K | 0.11% | 131 |
|
2021
Q2 | $945K | Buy |
4,170
+345
| +9% | +$78.2K | 0.1% | 147 |
|
2021
Q1 | $852K | Sell |
3,825
-33
| -0.9% | -$7.35K | 0.09% | 154 |
|
2020
Q4 | $907K | Buy |
3,858
+603
| +19% | +$142K | 0.1% | 142 |
|
2020
Q3 | $465K | Buy |
+3,255
| New | +$465K | 0.07% | 165 |
|