Waldron Private Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
5,500
+318
| +6% | +$101K | 0.08% | 95 |
|
|
2025
Q1 | $1.34M | Sell |
5,182
-11,181
| -68% | -$2.9M | 0.06% | 111 |
|
|
2024
Q4 | $6.61M | Sell |
16,363
-17
| -0.1% | -$6.87K | 0.27% | 53 |
|
|
2024
Q3 | $4.29M | Buy |
16,380
+1,152
| +8% | +$301K | 0.18% | 71 |
|
|
2024
Q2 | $3.01M | Buy |
15,228
+2,018
| +15% | +$399K | 0.13% | 80 |
|
|
2024
Q1 | $2.32M | Sell |
13,210
-1,550
| -11% | -$272K | 0.1% | 92 |
|
|
2023
Q4 | $3.67M | Sell |
14,760
-674
| -4% | -$167K | 0.17% | 66 |
|
|
2023
Q3 | $3.86M | Buy |
15,434
+732
| +5% | +$183K | 0.2% | 65 |
|
|
2023
Q2 | $3.85M | Sell |
14,702
-1,578
| -10% | -$413K | 0.19% | 68 |
|
|
2023
Q1 | $3.38M | Sell |
16,280
-136
| -0.8% | -$28.2K | 0.16% | 78 |
|
|
2022
Q4 | $4.35M | Hold |
16,416
| – | – | 0.27% | 55 |
|
|
2022
Q3 | $4.35M | Buy |
16,416
+1,833
| +13% | +$486K | 0.27% | 55 |
|
|
2022
Q2 | $3.27M | Buy |
14,583
+1,362
| +10% | +$306K | 0.18% | 76 |
|
|
2022
Q1 | $4.75M | Buy |
13,221
+2,619
| +25% | +$941K | 0.24% | 63 |
|
|
2021
Q4 | $3.74M | Buy |
10,602
+1,221
| +13% | +$430K | 0.18% | 78 |
|
|
2021
Q3 | $2.42M | Buy |
9,381
+1,365
| +17% | +$353K | 0.14% | 93 |
|
|
2021
Q2 | $1.82M | Sell |
8,016
-450
| -5% | -$102K | 0.12% | 104 |
|
|
2021
Q1 | $1.88M | Buy |
8,466
+975
| +13% | +$217K | 0.13% | 93 |
|
|
2020
Q4 | $1.76M | Buy |
7,491
+435
| +6% | +$102K | 0.13% | 96 |
|
|
2020
Q3 | $1.01M | Buy |
7,056
+531
| +8% | +$75.9K | 0.09% | 115 |
|
|
2020
Q2 | $469K | Buy |
+6,525
| New | +$469K | 0.04% | 158 |
|