Wagner 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 | $1.38M | Buy |
4,354
+551
| +14% | +$175K | 0.32% | 40 |
|
2025
Q1 | $986K | Buy |
3,803
+286
| +8% | +$74.1K | 0.25% | 50 |
|
2024
Q4 | $1.42M | Buy |
3,517
+5
| +0.1% | +$2.02K | 0.37% | 38 |
|
2024
Q3 | $919K | Sell |
3,512
-111
| -3% | -$29K | 0.25% | 49 |
|
2024
Q2 | $717K | Buy |
3,623
+155
| +4% | +$30.7K | 0.21% | 54 |
|
2024
Q1 | $610K | Buy |
3,468
+85
| +3% | +$14.9K | 0.19% | 61 |
|
2023
Q4 | $841K | Sell |
3,383
-1
| -0% | -$248 | 0.28% | 58 |
|
2023
Q3 | $847K | Buy |
3,384
+44
| +1% | +$11K | 0.31% | 55 |
|
2023
Q2 | $874K | Buy |
3,340
+13
| +0.4% | +$3.4K | 0.33% | 55 |
|
2023
Q1 | $690K | Buy |
3,327
+146
| +5% | +$30.3K | 0.31% | 58 |
|
2022
Q4 | $392K | Buy |
3,181
+40
| +1% | +$4.93K | 0.24% | 71 |
|
2022
Q3 | $833K | Hold |
3,141
| – | – | 0.62% | 37 |
|
2022
Q2 | $705K | Sell |
3,141
-240
| -7% | -$53.9K | 0.56% | 43 |
|
2022
Q1 | $1.21M | Sell |
3,381
-153
| -4% | -$54.9K | 0.85% | 29 |
|
2021
Q4 | $1.25M | Buy |
3,534
+129
| +4% | +$45.4K | 0.95% | 23 |
|
2021
Q3 | $1.26M | Sell |
3,405
-885
| -21% | -$329K | 1.01% | 25 |
|
2021
Q2 | $972K | Buy |
4,290
+672
| +19% | +$152K | 0.7% | 38 |
|
2021
Q1 | $806K | Buy |
3,618
+1,101
| +44% | +$245K | 0.63% | 43 |
|
2020
Q4 | $592K | Buy |
+2,517
| New | +$592K | 0.56% | 55 |
|
2018
Q3 | $53K | Sell |
2,985
-1,965
| -40% | -$34.9K | 0.04% | 250 |
|
2018
Q2 | $113K | Sell |
4,950
-3,600
| -42% | -$82.2K | 0.08% | 168 |
|
2018
Q1 | $152K | Buy |
+8,550
| New | +$152K | 0.12% | 131 |
|